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 7-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 | $186,976 | $106,890+74.9% | $84,015+122.6% | $152,861+22.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.25% | 104.99%-88.7pp | 71.31%-55.1pp | 345.32%-329.1pp |
| Employer contribution / active EE | $9,073 | $2,734+231.8% | $1,983+357.5% | $4,762+90.5% |
| Participant deferral / active EE | $3,437 | $4,011-14.3% | $3,239+6.1% | $5,850-41.3% |
| Admin fee / account holder | $865 | $8,285-89.6% | $6,101-85.8% | $11,596-92.5% |