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 6-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 | $120,500 | $99,877+20.6% | $84,966+41.8% | $145,922-17.4% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.13% | 83.76%-72.6pp | 66.38%-55.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $41,657 | $3,231+1189.1% | $2,727+1427.5% | $4,660+794.0% |
| Participant deferral / active EE | $9,623 | $5,291+81.9% | $4,519+112.9% | $6,688+43.9% |
| Admin fee / account holder | $847 | $7,248-88.3% | $6,149-86.2% | $13,397-93.7% |