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 | $191,625 | $106,890+79.3% | $84,015+128.1% | $152,861+25.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 22.99% | 104.99%-82.0pp | 71.31%-48.3pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,399 | $2,734-12.3% | $1,983+21.0% | $4,762-49.6% |
| Participant deferral / active EE | $10,080 | $4,011+151.3% | $3,239+211.2% | $5,850+72.3% |
| Admin fee / account holder | $450 | $8,285-94.6% | $6,101-92.6% | $11,596-96.1% |