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 | $210,920 | $97,125+117.2% | $86,233+144.6% | $137,256+53.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 11.45% | 74.19%-62.7pp | 61.39%-49.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $6,850 | $2,841+141.1% | $2,504+173.5% | $4,156+64.8% |
| Participant deferral / active EE | $15,746 | $5,180+204.0% | $4,559+245.4% | $6,407+145.8% |
| Admin fee / account holder | $1,836 | $9,725-81.1% | $8,342-78.0% | $12,270-85.0% |