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 | $215,967 | $115,770+86.5% | $101,248+113.3% | $158,922+35.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.15% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.7pp |
| Employer contribution / active EE | $7,699 | $4,175+84.4% | $3,660+110.4% | $4,761+61.7% |
| Participant deferral / active EE | $7,329 | $4,957+47.8% | $4,370+67.7% | $5,982+22.5% |
| Admin fee / account holder | $5,118 | $7,245-29.4% | $5,945-13.9% | $11,246-54.5% |