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 | $201,472 | $152,587+32.0% | $125,175+61.0% | $152,861+31.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.89% | 54.84%-39.0pp | 43.79%-27.9pp | 345.32%-329.4pp |
| Employer contribution / active EE | $4,830 | $4,946-2.3% | $3,865+25.0% | $4,762+1.4% |
| Participant deferral / active EE | $4,066 | $5,868-30.7% | $4,937-17.6% | $5,850-30.5% |
| Admin fee / account holder | $9,844 | $13,434-26.7% | $9,702+1.5% | $11,596-15.1% |