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 | $162,105 | $107,934+50.2% | $91,989+76.2% | $152,861+6.0% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 25.66% | 89.24%-63.6pp | 69.02%-43.4pp | 345.32%-319.7pp |
| Employer contribution / active EE | $1,376 | $4,210-67.3% | $3,452-60.1% | $4,762-71.1% |
| Participant deferral / active EE | $0 | $6,364-100.0% | $5,923-100.0% | $5,850-100.0% |
| Admin fee / account holder | $11,750 | $10,520+11.7% | $7,743+51.8% | $11,596+1.3% |