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 | $115,270 | $102,616+12.3% | $81,983+40.6% | $158,922-27.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 11.04% | 61.04%-50.0pp | 41.31%-30.3pp | 302.83%-291.8pp |
| Employer contribution / active EE | $9,136 | $3,240+182.0% | $2,498+265.7% | $4,761+91.9% |
| Participant deferral / active EE | $6,159 | $4,648+32.5% | $3,722+65.5% | $5,982+3.0% |
| Admin fee / account holder | $1,693 | $8,235-79.4% | $5,664-70.1% | $11,246-84.9% |