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 | $209,818 | $148,534+41.3% | $135,903+54.4% | $139,434+50.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.24% | 79.19%-65.0pp | 68.23%-54.0pp | 372.94%-358.7pp |
| Employer contribution / active EE | $6,958 | $5,243+32.7% | $4,856+43.3% | $4,751+46.5% |
| Participant deferral / active EE | $7,353 | $8,100-9.2% | $7,758-5.2% | $6,710+9.6% |
| Admin fee / account holder | $80,770 | $12,400+551.4% | $10,762+650.5% | $11,403+608.4% |