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 | $179,855 | $106,890+68.3% | $84,015+114.1% | $152,861+17.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 16.01% | 104.99%-89.0pp | 71.31%-55.3pp | 345.32%-329.3pp |
| Employer contribution / active EE | $5,686 | $2,734+108.0% | $1,983+186.7% | $4,762+19.4% |
| Participant deferral / active EE | $8,684 | $4,011+116.5% | $3,239+168.1% | $5,850+48.4% |
| Admin fee / account holder | $2,486 | $8,285-70.0% | $6,101-59.3% | $11,596-78.6% |