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 | $194,883 | $105,859+84.1% | $90,160+116.2% | $147,584+32.0% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.53% | 37.63%-23.1pp | 34.88%-20.4pp | 578.55%-564.0pp |
| Employer contribution / active EE | $13,803 | $4,126+234.5% | $3,318+316.0% | $4,876+183.1% |
| Participant deferral / active EE | $9,003 | $5,733+57.0% | $5,288+70.3% | $5,439+65.5% |
| Admin fee / account holder | $1,706 | $8,046-78.8% | $5,943-71.3% | $10,885-84.3% |