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 | $165,108 | $102,604+60.9% | $86,188+91.6% | $139,434+18.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 16.94% | 1922.51%-1905.6pp | 1168.45%-1151.5pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,384 | $3,032-21.4% | $2,380+0.2% | $4,751-49.8% |
| Participant deferral / active EE | $2,585 | $4,676-44.7% | $3,985-35.1% | $6,710-61.5% |
| Admin fee / account holder | $3,740 | $8,657-56.8% | $6,852-45.4% | $11,403-67.2% |