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 | $149,617 | $100,773+48.5% | $88,946+68.2% | $142,382+5.1% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.40% | 70.18%-55.8pp | 57.82%-43.4pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,489 | $2,918+19.6% | $2,555+36.6% | $4,299-18.8% |
| Participant deferral / active EE | $10,718 | $5,230+104.9% | $4,581+133.9% | $6,507+64.7% |
| Admin fee / account holder | $1,338 | $9,693-86.2% | $8,261-83.8% | $12,624-89.4% |