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 | $219,792 | $135,635+62.0% | $110,238+99.4% | $135,375+62.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 7.02% | 513.19%-506.2pp | 314.74%-307.7pp | 519.73%-512.7pp |
| Employer contribution / active EE | $8,904 | $4,906+81.5% | $3,826+132.7% | $4,779+86.3% |
| Participant deferral / active EE | $12,402 | $5,506+125.2% | $4,672+165.5% | $5,609+121.1% |
| Admin fee / account holder | $5,337 | $11,457-53.4% | $8,547-37.6% | $10,827-50.7% |