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 | $229,075 | $111,724+105.0% | $93,606+144.7% | $145,922+57.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.63% | 202.98%-193.4pp | 133.20%-123.6pp | 561.29%-551.7pp |
| Employer contribution / active EE | $3,335 | $3,090+7.9% | $2,420+37.8% | $4,660-28.4% |
| Participant deferral / active EE | $16,100 | $4,912+227.8% | $4,411+265.0% | $6,688+140.7% |
| Admin fee / account holder | $3,957 | $10,250-61.4% | $8,285-52.2% | $13,397-70.5% |