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 | $140,094 | $100,773+39.0% | $88,946+57.5% | $142,382-1.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.55% | 70.18%-55.6pp | 57.82%-43.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $9,834 | $2,918+237.0% | $2,555+284.9% | $4,299+128.7% |
| Participant deferral / active EE | $8,193 | $5,230+56.7% | $4,581+78.8% | $6,507+25.9% |
| Admin fee / account holder | $3,571 | $9,693-63.2% | $8,261-56.8% | $12,624-71.7% |