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 | $150,195 | $77,634+93.5% | $156,549-4.1% | $62,891+138.8% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.76% | 50.32%-44.6pp | 32.23%-26.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $11,928 | $3,444+246.4% | $5,501+116.8% | $2,281+423.0% |
| Participant deferral / active EE | $13,711 | $3,045+350.2% | $4,871+181.5% | $3,203+328.1% |
| Admin fee / account holder | $19,231 | $5,561+245.8% | $13,027+47.6% | $4,296+347.7% |