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 | $183,945 | $110,502+66.5% | $80,716+127.9% | $167,490+9.8% |
| Participation rate | 100.0% | 64.0%+36.0pp | 54.2%+45.8pp | 82.1%+17.9pp |
| Annual return | 14.51% | 120.54%-106.0pp | 87.28%-72.8pp | 478.56%-464.1pp |
| Employer contribution / active EE | $3,911 | $1,543+153.6% | $1,160+237.2% | $4,837-19.1% |
| Participant deferral / active EE | $7,665 | $2,871+167.0% | $2,146+257.2% | $6,341+20.9% |
| Admin fee / account holder | $408 | $4,545-91.0% | $3,380-87.9% | $12,309-96.7% |