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 | $167,114 | $105,859+57.9% | $90,160+85.4% | $147,584+13.2% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.73% | 37.63%-20.9pp | 34.88%-18.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $5,559 | $4,126+34.7% | $3,318+67.5% | $4,876+14.0% |
| Participant deferral / active EE | $14,759 | $5,733+157.4% | $5,288+179.1% | $5,439+171.4% |
| Admin fee / account holder | $348 | $8,046-95.7% | $5,943-94.1% | $10,885-96.8% |