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 | $215,396 | $148,534+45.0% | $135,903+58.5% | $139,434+54.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.47% | 79.19%-65.7pp | 68.23%-54.8pp | 372.94%-359.5pp |
| Employer contribution / active EE | $5,732 | $5,243+9.3% | $4,856+18.0% | $4,751+20.7% |
| Participant deferral / active EE | $11,749 | $8,100+45.0% | $7,758+51.4% | $6,710+75.1% |
| Admin fee / account holder | $8,738 | $12,400-29.5% | $10,762-18.8% | $11,403-23.4% |