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 | $126,574+60.3% | $106,213+91.1% | $145,922+39.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.74% | 224.79%-211.1pp | 116.14%-102.4pp | 561.29%-547.5pp |
| Employer contribution / active EE | $3,073 | $3,730-17.6% | $3,171-3.1% | $4,660-34.1% |
| Participant deferral / active EE | $6,749 | $5,724+17.9% | $5,016+34.6% | $6,688+0.9% |
| Admin fee / account holder | $11,449 | $17,304-33.8% | $11,033+3.8% | $13,397-14.5% |