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 | $140,205 | $100,901+39.0% | $75,670+85.3% | $147,584-5.0% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 18.56% | 35.78%-17.2pp | 27.34%-8.8pp | 578.55%-560.0pp |
| Employer contribution / active EE | $9,617 | $3,253+195.6% | $2,352+308.9% | $4,876+97.2% |
| Participant deferral / active EE | $8,146 | $4,027+102.3% | $3,142+159.2% | $5,439+49.8% |
| Admin fee / account holder | $491 | $11,285-95.7% | $5,800-91.5% | $10,885-95.5% |