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 | $164,983 | $91,190+80.9% | $178,490-7.6% | $79,858+106.6% |
| Participation rate | 90.0% | 69.2%+20.8pp | 81.9%+8.1pp | 69.6%+20.4pp |
| Annual return | 18.99% | 24.19%-5.2pp | 151.07%-132.1pp | 31.71%-12.7pp |
| Employer contribution / active EE | $7,996 | $3,256+145.6% | $5,011+59.6% | $2,471+223.6% |
| Participant deferral / active EE | $4,970 | $3,236+53.6% | $5,202-4.5% | $3,740+32.9% |
| Admin fee / account holder | $31,028 | $6,751+359.6% | $13,984+121.9% | $5,306+484.7% |