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 | $205,453 | $133,922+53.4% | $116,228+76.8% | $142,382+44.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 14.20% | 147.76%-133.6pp | 90.06%-75.9pp | 217.08%-202.9pp |
| Employer contribution / active EE | $7,090 | $3,446+105.8% | $2,994+136.8% | $4,299+64.9% |
| Participant deferral / active EE | $6,689 | $5,672+17.9% | $4,953+35.0% | $6,507+2.8% |
| Admin fee / account holder | $2,538 | $14,945-83.0% | $11,989-78.8% | $12,624-79.9% |