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 | $230,168 | $112,096+105.3% | $95,952+139.9% | $158,922+44.8% |
| Participation rate | 80.0% | 79.0%+1.0pp | 77.1%+2.9pp | 82.0%-2.0pp |
| Annual return | 7.39% | 171.09%-163.7pp | 91.61%-84.2pp | 302.83%-295.4pp |
| Employer contribution / active EE | $7,500 | $3,198+134.5% | $2,541+195.2% | $4,761+57.5% |
| Participant deferral / active EE | $2,773 | $4,784-42.0% | $4,167-33.5% | $5,982-53.6% |
| Admin fee / account holder | $11,587 | $10,130+14.4% | $6,795+70.5% | $11,246+3.0% |