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 | $188,591 | $112,096+68.2% | $95,952+96.5% | $158,922+18.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.19% | 171.09%-159.9pp | 91.61%-80.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,140 | $3,198-64.3% | $2,541-55.1% | $4,761-76.0% |
| Participant deferral / active EE | $6,795 | $4,784+42.0% | $4,167+63.1% | $5,982+13.6% |
| Admin fee / account holder | $7,585 | $10,130-25.1% | $6,795+11.6% | $11,246-32.6% |