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 | $159,973 | $77,419+106.6% | $69,455+130.3% | $152,861+4.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 21.95% | 39.06%-17.1pp | 28.97%-7.0pp | 345.32%-323.4pp |
| Employer contribution / active EE | $14,722 | $3,315+344.1% | $2,779+429.8% | $4,762+209.1% |
| Participant deferral / active EE | $7,750 | $4,414+75.6% | $3,535+119.2% | $5,850+32.5% |
| Admin fee / account holder | $1,394 | $6,207-77.5% | $3,839-63.7% | $11,596-88.0% |