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 | $156,802 | $93,346+68.0% | $71,796+118.4% | $273,961-42.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 5.38% | 130.39%-125.0pp | 78.04%-72.7pp | 41.45%-36.1pp |
| Employer contribution / active EE | $7,871 | $2,733+188.0% | $1,924+309.0% | $4,869+61.7% |
| Participant deferral / active EE | $5,793 | $3,475+66.7% | $2,794+107.3% | $5,287+9.6% |
| Admin fee / account holder | $1,974 | $6,571-70.0% | $4,815-59.0% | $10,132-80.5% |