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 | $173,807 | $112,096+55.1% | $95,952+81.1% | $158,922+9.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.87% | 171.09%-163.2pp | 91.61%-83.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $7,718 | $3,198+141.3% | $2,541+203.7% | $4,761+62.1% |
| Participant deferral / active EE | $7,620 | $4,784+59.3% | $4,167+82.9% | $5,982+27.4% |
| Admin fee / account holder | $37,034 | $10,130+265.6% | $6,795+445.0% | $11,246+229.3% |