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 | $169,679 | $91,037+86.4% | $71,671+136.7% | $147,584+15.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 17.75% | 20.48%-2.7pp | 20.65%-2.9pp | 578.55%-560.8pp |
| Employer contribution / active EE | $2,078 | $3,327-37.5% | $2,460-15.5% | $4,876-57.4% |
| Participant deferral / active EE | $13,552 | $4,498+201.3% | $3,438+294.2% | $5,439+149.2% |
| Admin fee / account holder | $1,550 | $8,613-82.0% | $5,558-72.1% | $10,885-85.8% |