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 | $184,640 | $108,919+69.5% | $100,391+83.9% | $145,922+26.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 34.91% | 57.88%-23.0pp | 49.20%-14.3pp | 561.29%-526.4pp |
| Employer contribution / active EE | $9,962 | $4,419+125.4% | $3,942+152.7% | $4,660+113.8% |
| Participant deferral / active EE | $5,701 | $8,445-32.5% | $8,082-29.5% | $6,688-14.8% |
| Admin fee / account holder | $1,653 | $9,689-82.9% | $7,899-79.1% | $13,397-87.7% |