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 | $104,974+36.0% | $95,585+49.4% | $142,382+0.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 14.03% | 210.33%-196.3pp | 38.56%-24.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $4,440 | $2,779+59.8% | $2,527+75.7% | $4,299+3.3% |
| Participant deferral / active EE | $35,533 | $4,352+716.5% | $4,023+783.3% | $6,507+446.1% |
| Admin fee / account holder | $519 | $6,386-91.9% | $6,127-91.5% | $12,624-95.9% |