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 | $200,691 | $89,355+124.6% | $141,162+42.2% | $72,985+175.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 51.04% | 111.85%-60.8pp | 71.39%-20.4pp | 81.00%-30.0pp |
| Employer contribution / active EE | $7,866 | $3,114+152.6% | $4,735+66.1% | $2,440+222.4% |
| Participant deferral / active EE | $8,518 | $5,418+57.2% | $6,709+27.0% | $3,607+136.1% |
| Admin fee / account holder | $1,429 | $5,958-76.0% | $10,261-86.1% | $5,124-72.1% |