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 | $170,373 | $107,934+57.8% | $91,989+85.2% | $152,861+11.5% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.59% | 89.24%-67.7pp | 69.02%-47.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $11,329 | $4,210+169.1% | $3,452+228.2% | $4,762+137.9% |
| Participant deferral / active EE | $4,777 | $6,364-24.9% | $5,923-19.3% | $5,850-18.3% |
| Admin fee / account holder | $1,074 | $10,520-89.8% | $7,743-86.1% | $11,596-90.7% |