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 | $142,943 | $98,750+44.8% | $149,696-4.5% | $79,858+79.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 52.60% | 27.43%+25.2pp | 276.60%-224.0pp | 31.71%+20.9pp |
| Employer contribution / active EE | $12,974 | $3,216+303.4% | $4,644+179.4% | $2,471+425.1% |
| Participant deferral / active EE | $5,730 | $5,680+0.9% | $6,842-16.3% | $3,740+53.2% |
| Admin fee / account holder | $13,548 | $6,053+123.8% | $9,309+45.5% | $5,306+155.3% |