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 | $208,909 | $96,635+116.2% | $86,612+141.2% | $139,434+49.8% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 11.82% | 106.41%-94.6pp | 591.07%-579.3pp | 372.94%-361.1pp |
| Employer contribution / active EE | $2,731 | $3,263-16.3% | $3,022-9.6% | $4,751-42.5% |
| Participant deferral / active EE | $8,486 | $4,836+75.5% | $4,438+91.2% | $6,710+26.5% |
| Admin fee / account holder | $3,343 | $6,408-47.8% | $5,614-40.4% | $11,403-70.7% |