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 | $183,441 | $107,934+70.0% | $91,989+99.4% | $152,861+20.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 22.67% | 89.24%-66.6pp | 69.02%-46.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $7,477 | $4,210+77.6% | $3,452+116.6% | $4,762+57.0% |
| Participant deferral / active EE | $10,645 | $6,364+67.3% | $5,923+79.7% | $5,850+82.0% |
| Admin fee / account holder | $1,243 | $10,520-88.2% | $7,743-84.0% | $11,596-89.3% |