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 | $220,474 | $104,974+110.0% | $95,585+130.7% | $142,382+54.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 16.26% | 210.33%-194.1pp | 38.56%-22.3pp | 217.08%-200.8pp |
| Employer contribution / active EE | $17,238 | $2,779+520.4% | $2,527+582.3% | $4,299+301.0% |
| Participant deferral / active EE | $10,828 | $4,352+148.8% | $4,023+169.2% | $6,507+66.4% |
| Admin fee / account holder | $923 | $6,386-85.5% | $6,127-84.9% | $12,624-92.7% |