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 | $210,374 | $152,587+37.9% | $125,175+68.1% | $152,861+37.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 16.36% | 54.84%-38.5pp | 43.79%-27.4pp | 345.32%-329.0pp |
| Employer contribution / active EE | $7,333 | $4,946+48.3% | $3,865+89.7% | $4,762+54.0% |
| Participant deferral / active EE | $5,680 | $5,868-3.2% | $4,937+15.1% | $5,850-2.9% |
| Admin fee / account holder | $45,060 | $13,434+235.4% | $9,702+364.4% | $11,596+288.6% |