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 | $185,332 | $108,919+70.2% | $100,391+84.6% | $145,922+27.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.36% | 57.88%-47.5pp | 49.20%-38.8pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,767 | $4,419-14.8% | $3,942-4.4% | $4,660-19.2% |
| Participant deferral / active EE | $9,948 | $8,445+17.8% | $8,082+23.1% | $6,688+48.7% |
| Admin fee / account holder | $1,523 | $9,689-84.3% | $7,899-80.7% | $13,397-88.6% |