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 | $149,740 | $106,890+40.1% | $84,015+78.2% | $152,861-2.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.04% | 104.99%-82.9pp | 71.31%-49.3pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,292 | $2,734-52.7% | $1,983-34.8% | $4,762-72.9% |
| Participant deferral / active EE | $4,491 | $4,011+12.0% | $3,239+38.7% | $5,850-23.2% |
| Admin fee / account holder | $39,663 | $8,285+378.7% | $6,101+550.1% | $11,596+242.0% |