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 | $197,627 | $105,126+88.0% | $94,646+108.8% | $139,434+41.7% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 18.72% | 38.03%-19.3pp | 156.71%-138.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $7,637 | $4,106+86.0% | $3,672+108.0% | $4,751+60.7% |
| Participant deferral / active EE | $10,271 | $7,599+35.2% | $7,418+38.5% | $6,710+53.1% |
| Admin fee / account holder | $1,088 | $8,984-87.9% | $7,231-85.0% | $11,403-90.5% |