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 | $193,993 | $133,958+44.8% | $112,228+72.9% | $134,475+44.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | 3.09% | 47.11%-44.0pp | 27.45%-24.4pp | 417.96%-414.9pp |
| Employer contribution / active EE | $7,186 | $4,038+78.0% | $3,635+97.7% | $4,740+51.6% |
| Participant deferral / active EE | $2,363 | $5,291-55.3% | $4,728-50.0% | $6,400-63.1% |
| Admin fee / account holder | $1,091 | $7,489-85.4% | $6,410-83.0% | $11,426-90.5% |