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 | $184,530 | $133,922+37.8% | $116,228+58.8% | $142,382+29.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 13.72% | 147.76%-134.0pp | 90.06%-76.3pp | 217.08%-203.4pp |
| Employer contribution / active EE | $2,782 | $3,446-19.3% | $2,994-7.1% | $4,299-35.3% |
| Participant deferral / active EE | $5,115 | $5,672-9.8% | $4,953+3.3% | $6,507-21.4% |
| Admin fee / account holder | $1,694 | $14,945-88.7% | $11,989-85.9% | $12,624-86.6% |