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 | $113,816 | $69,207+64.5% | $64,056+77.7% | $139,434-18.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.76% | 45.88%-23.1pp | 33.69%-10.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $4,261 | $3,182+33.9% | $2,747+55.1% | $4,751-10.3% |
| Participant deferral / active EE | $9,419 | $4,682+101.2% | $3,880+142.7% | $6,710+40.4% |
| Admin fee / account holder | $684 | $4,244-83.9% | $3,068-77.7% | $11,403-94.0% |