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 | $206,265 | $112,096+84.0% | $95,952+115.0% | $158,922+29.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 17.84% | 171.09%-153.3pp | 91.61%-73.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $6,023 | $3,198+88.3% | $2,541+137.0% | $4,761+26.5% |
| Participant deferral / active EE | $3,995 | $4,784-16.5% | $4,167-4.1% | $5,982-33.2% |
| Admin fee / account holder | $6,485 | $10,130-36.0% | $6,795-4.6% | $11,246-42.3% |