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 | $196,121 | $112,096+75.0% | $95,952+104.4% | $158,922+23.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 13.64% | 171.09%-157.5pp | 91.61%-78.0pp | 302.83%-289.2pp |
| Employer contribution / active EE | $3,784 | $3,198+18.3% | $2,541+48.9% | $4,761-20.5% |
| Participant deferral / active EE | $9,156 | $4,784+91.4% | $4,167+119.7% | $5,982+53.1% |
| Admin fee / account holder | $5,655 | $10,130-44.2% | $6,795-16.8% | $11,246-49.7% |