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 9-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 | $223,342 | $129,217+72.8% | $93,406+139.1% | $158,922+40.5% |
| Participation rate | 100.0% | 71.0%+29.0pp | 66.8%+33.2pp | 82.0%+18.0pp |
| Annual return | 12.21% | 118.21%-106.0pp | 78.05%-65.8pp | 302.83%-290.6pp |
| Employer contribution / active EE | $2,774 | $2,711+2.3% | $2,075+33.7% | $4,761-41.7% |
| Participant deferral / active EE | $10,778 | $3,909+175.7% | $3,126+244.8% | $5,982+80.2% |
| Admin fee / account holder | $5,004 | $7,383-32.2% | $5,230-4.3% | $11,246-55.5% |