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 | $81,504 | $89,355-8.8% | $141,162-42.3% | $72,985+11.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 30.18% | 111.85%-81.7pp | 71.39%-41.2pp | 81.00%-50.8pp |
| Employer contribution / active EE | $11,487 | $3,114+268.8% | $4,735+142.6% | $2,440+370.8% |
| Participant deferral / active EE | $11,659 | $5,418+115.2% | $6,709+73.8% | $3,607+223.2% |
| Admin fee / account holder | $2,228 | $5,958-62.6% | $10,261-78.3% | $5,124-56.5% |