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 | $179,790 | $135,952+32.2% | $123,892+45.1% | $273,961-34.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.68% | 56.63%-48.0pp | 47.52%-38.8pp | 41.45%-32.8pp |
| Employer contribution / active EE | $14,176 | $5,170+174.2% | $4,617+207.1% | $4,869+191.2% |
| Participant deferral / active EE | $8,514 | $6,343+34.2% | $5,984+42.3% | $5,287+61.0% |
| Admin fee / account holder | $3,407 | $9,817-65.3% | $8,357-59.2% | $10,132-66.4% |