See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,793 | $123,909+27.3% | $69,647+126.6% | $145,922+8.1% |
| Participation rate | 100.0% | 69.2%+30.8pp | 66.5%+33.5pp | 80.3%+19.7pp |
| Annual return | 11.27% | 190.55%-179.3pp | 100.48%-89.2pp | 561.29%-550.0pp |
| Employer contribution / active EE | $3,759 | $2,682+40.2% | $1,712+119.5% | $4,660-19.3% |
| Participant deferral / active EE | $5,104 | $4,236+20.5% | $2,886+76.9% | $6,688-23.7% |
| Admin fee / account holder | $7,573 | $7,863-3.7% | $4,713+60.7% | $13,397-43.5% |