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 | $194,815 | $106,890+82.3% | $84,015+131.9% | $152,861+27.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 30.81% | 104.99%-74.2pp | 71.31%-40.5pp | 345.32%-314.5pp |
| Employer contribution / active EE | $2,526 | $2,734-7.6% | $1,983+27.4% | $4,762-47.0% |
| Participant deferral / active EE | $4,925 | $4,011+22.8% | $3,239+52.1% | $5,850-15.8% |
| Admin fee / account holder | $5,463 | $8,285-34.1% | $6,101-10.4% | $11,596-52.9% |