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 9-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 | $201,161 | $84,149+139.1% | $76,080+164.4% | $167,490+20.1% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.4%+20.6pp | 82.1%+17.9pp |
| Annual return | 20.82% | 54.99%-34.2pp | 42.50%-21.7pp | 478.56%-457.7pp |
| Employer contribution / active EE | $7,869 | $4,618+70.4% | $3,962+98.6% | $4,837+62.7% |
| Participant deferral / active EE | $4,920 | $5,796-15.1% | $4,905+0.3% | $6,341-22.4% |
| Admin fee / account holder | $1,225 | $6,410-80.9% | $4,883-74.9% | $12,309-90.1% |