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 | $160,666 | $54,705+193.7% | $71,209+125.6% | $84,808+89.4% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 16.45% | 35.90%-19.4pp | 282.51%-266.1pp | 40.90%-24.4pp |
| Employer contribution / active EE | $12,380 | $2,158+473.7% | $2,721+355.0% | $2,631+370.6% |
| Participant deferral / active EE | $10,806 | $3,030+256.6% | $4,175+158.8% | $4,212+156.6% |
| Admin fee / account holder | $5,440 | $4,863+11.9% | $5,349+1.7% | $7,344-25.9% |