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 | $202,945 | $126,519+60.4% | $106,201+91.1% | $145,959+39.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 225.10%-211.4pp | 116.26%-102.5pp | 561.95%-548.2pp |
| Employer contribution / active EE | $3,073 | $3,726-17.5% | $3,170-3.1% | $4,661-34.1% |
| Participant deferral / active EE | $6,749 | $5,716+18.1% | $5,012+34.7% | $6,689+0.9% |
| Admin fee / account holder | $11,449 | $17,312-33.9% | $11,039+3.7% | $13,398-14.5% |