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 | $139,988 | $67,823+106.4% | $52,425+167.0% | $137,256+2.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 13.30% | 219.11%-205.8pp | 302.12%-288.8pp | 220.34%-207.0pp |
| Employer contribution / active EE | $3,157 | $1,163+171.5% | $914+245.4% | $4,156-24.0% |
| Participant deferral / active EE | $16,156 | $2,288+606.1% | $1,790+802.3% | $6,407+152.2% |
| Admin fee / account holder | $1,514 | $2,844-46.8% | $2,495-39.3% | $12,270-87.7% |