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 | $226,554 | $109,817+106.3% | $98,442+130.1% | $167,490+35.3% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 16.87% | 1956.69%-1939.8pp | 1492.73%-1475.9pp | 478.56%-461.7pp |
| Employer contribution / active EE | $3,331 | $3,224+3.3% | $2,960+12.5% | $4,837-31.1% |
| Participant deferral / active EE | $10,463 | $4,673+123.9% | $4,276+144.7% | $6,341+65.0% |
| Admin fee / account holder | $11,347 | $6,753+68.0% | $5,949+90.7% | $12,309-7.8% |