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 | $243,969 | $152,587+59.9% | $125,175+94.9% | $152,861+59.6% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 18.14% | 54.84%-36.7pp | 43.79%-25.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $11,536 | $4,946+133.2% | $3,865+198.4% | $4,762+142.2% |
| Participant deferral / active EE | $10,307 | $5,868+75.6% | $4,937+108.8% | $5,850+76.2% |
| Admin fee / account holder | $1,939 | $13,434-85.6% | $9,702-80.0% | $11,596-83.3% |