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 | $215,030 | $126,574+69.9% | $106,213+102.5% | $145,922+47.4% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 16.33% | 224.79%-208.5pp | 116.14%-99.8pp | 561.29%-545.0pp |
| Employer contribution / active EE | $5,874 | $3,730+57.5% | $3,171+85.2% | $4,660+26.1% |
| Participant deferral / active EE | $15,434 | $5,724+169.7% | $5,016+207.7% | $6,688+130.8% |
| Admin fee / account holder | $4,518 | $17,304-73.9% | $11,033-59.1% | $13,397-66.3% |