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 | $188,349 | $99,877+88.6% | $84,966+121.7% | $145,922+29.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 14.04% | 83.76%-69.7pp | 66.38%-52.3pp | 561.29%-547.2pp |
| Employer contribution / active EE | $4,076 | $3,231+26.1% | $2,727+49.5% | $4,660-12.5% |
| Participant deferral / active EE | $15,034 | $5,291+184.2% | $4,519+232.7% | $6,688+124.8% |
| Admin fee / account holder | $569 | $7,248-92.2% | $6,149-90.8% | $13,397-95.8% |