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 | $172,067 | $106,890+61.0% | $84,015+104.8% | $152,861+12.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 11.50% | 104.99%-93.5pp | 71.31%-59.8pp | 345.32%-333.8pp |
| Employer contribution / active EE | $5,013 | $2,734+83.4% | $1,983+152.8% | $4,762+5.3% |
| Participant deferral / active EE | $4,240 | $4,011+5.7% | $3,239+30.9% | $5,850-27.5% |
| Admin fee / account holder | $3,095 | $8,285-62.6% | $6,101-49.3% | $11,596-73.3% |