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 | $154,915 | $105,998+46.1% | $92,233+68.0% | $147,584+5.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 12.12% | 50.05%-37.9pp | 176.28%-164.2pp | 578.55%-566.4pp |
| Employer contribution / active EE | $1,820 | $4,333-58.0% | $3,679-50.5% | $4,876-62.7% |
| Participant deferral / active EE | $2,743 | $4,478-38.7% | $3,897-29.6% | $5,439-49.6% |
| Admin fee / account holder | $3,999 | $6,332-36.8% | $5,194-23.0% | $10,885-63.3% |