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 3-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 | $76,388 | $125,758-39.3% | $169,993-55.1% | $75,163+1.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 82.43% | 27.20%+55.2pp | 53.37%+29.1pp | 160.62%-78.2pp |
| Employer contribution / active EE | $21,155 | $4,615+358.4% | $6,785+211.8% | $2,670+692.4% |
| Participant deferral / active EE | $15,285 | $6,837+123.6% | $10,408+46.9% | $4,125+270.5% |
| Admin fee / account holder | $1,575 | $8,173-80.7% | $12,815-87.7% | $5,651-72.1% |