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 | $205,323 | $69,207+196.7% | $64,056+220.5% | $139,434+47.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 16.59% | 45.88%-29.3pp | 33.69%-17.1pp | 372.94%-356.4pp |
| Employer contribution / active EE | $5,907 | $3,182+85.6% | $2,747+115.1% | $4,751+24.3% |
| Participant deferral / active EE | $25,502 | $4,682+444.7% | $3,880+557.2% | $6,710+280.0% |
| Admin fee / account holder | $4,776 | $4,244+12.5% | $3,068+55.6% | $11,403-58.1% |