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 | $157,208 | $115,770+35.8% | $101,248+55.3% | $158,922-1.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.19% | 56.14%-43.9pp | 46.47%-34.3pp | 302.83%-290.6pp |
| Employer contribution / active EE | $8,466 | $4,175+102.8% | $3,660+131.3% | $4,761+77.8% |
| Participant deferral / active EE | $5,182 | $4,957+4.5% | $4,370+18.6% | $5,982-13.4% |
| Admin fee / account holder | $46,131 | $7,245+536.7% | $5,945+675.9% | $11,246+310.2% |