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 5-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 | $142,757 | $101,618+40.5% | $93,063+53.4% | $137,256+4.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.03% | 223.95%-209.9pp | 34.15%-20.1pp | 220.34%-206.3pp |
| Employer contribution / active EE | $4,440 | $2,707+64.0% | $2,476+79.3% | $4,156+6.8% |
| Participant deferral / active EE | $35,533 | $4,279+730.4% | $3,958+797.7% | $6,407+454.6% |
| Admin fee / account holder | $519 | $6,198-91.6% | $6,033-91.4% | $12,270-95.8% |