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 | $181,157 | $112,096+61.6% | $95,952+88.8% | $158,922+14.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.26% | 171.09%-163.8pp | 91.61%-84.4pp | 302.83%-295.6pp |
| Employer contribution / active EE | $6,408 | $3,198+100.4% | $2,541+152.2% | $4,761+34.6% |
| Participant deferral / active EE | $4,453 | $4,784-6.9% | $4,167+6.9% | $5,982-25.6% |
| Admin fee / account holder | $14,372 | $10,130+41.9% | $6,795+111.5% | $11,246+27.8% |