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 | $152,031 | $77,634+95.8% | $156,549-2.9% | $62,891+141.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.54% | 50.32%-44.8pp | 32.23%-26.7pp | 20.14%-14.6pp |
| Employer contribution / active EE | $9,906 | $3,444+187.7% | $5,501+80.1% | $2,281+334.3% |
| Participant deferral / active EE | $1,763 | $3,045-42.1% | $4,871-63.8% | $3,203-44.9% |
| Admin fee / account holder | $39,820 | $5,561+616.0% | $13,027+205.7% | $4,296+827.0% |