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 | $187,810 | $91,190+106.0% | $178,490+5.2% | $79,858+135.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 20.03% | 24.19%-4.2pp | 151.07%-131.0pp | 31.71%-11.7pp |
| Employer contribution / active EE | $7,450 | $3,256+128.8% | $5,011+48.7% | $2,471+201.5% |
| Participant deferral / active EE | $5,827 | $3,236+80.1% | $5,202+12.0% | $3,740+55.8% |
| Admin fee / account holder | $1,053 | $6,751-84.4% | $13,984-92.5% | $5,306-80.2% |