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 | $151,187 | $112,096+34.9% | $95,952+57.6% | $158,922-4.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 10.55% | 171.09%-160.5pp | 91.61%-81.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $5,607 | $3,198+75.3% | $2,541+120.6% | $4,761+17.8% |
| Participant deferral / active EE | $6,106 | $4,784+27.6% | $4,167+46.5% | $5,982+2.1% |
| Admin fee / account holder | $576 | $10,130-94.3% | $6,795-91.5% | $11,246-94.9% |