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 | $185,619 | $112,096+65.6% | $95,952+93.5% | $158,922+16.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.89% | 171.09%-154.2pp | 91.61%-74.7pp | 302.83%-285.9pp |
| Employer contribution / active EE | $2,594 | $3,198-18.9% | $2,541+2.1% | $4,761-45.5% |
| Participant deferral / active EE | $6,719 | $4,784+40.5% | $4,167+61.2% | $5,982+12.3% |
| Admin fee / account holder | $1,524 | $10,130-85.0% | $6,795-77.6% | $11,246-86.4% |