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 | $123,649 | $97,125+27.3% | $86,233+43.4% | $137,256-9.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.50% | 74.19%-62.7pp | 61.39%-49.9pp | 220.34%-208.8pp |
| Employer contribution / active EE | $8,158 | $2,841+187.1% | $2,504+225.8% | $4,156+96.3% |
| Participant deferral / active EE | $13,621 | $5,180+163.0% | $4,559+198.8% | $6,407+112.6% |
| Admin fee / account holder | $15,304 | $9,725+57.4% | $8,342+83.5% | $12,270+24.7% |