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 | $165,637 | $133,922+23.7% | $116,228+42.5% | $142,382+16.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 16.40% | 147.76%-131.4pp | 90.06%-73.7pp | 217.08%-200.7pp |
| Employer contribution / active EE | $7,001 | $3,446+103.2% | $2,994+133.8% | $4,299+62.9% |
| Participant deferral / active EE | $7,488 | $5,672+32.0% | $4,953+51.2% | $6,507+15.1% |
| Admin fee / account holder | $1,250 | $14,945-91.6% | $11,989-89.6% | $12,624-90.1% |