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 | $234,780 | $112,096+109.4% | $95,952+144.7% | $158,922+47.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.41% | 171.09%-150.7pp | 91.61%-71.2pp | 302.83%-282.4pp |
| Employer contribution / active EE | $1,540 | $3,198-51.9% | $2,541-39.4% | $4,761-67.7% |
| Participant deferral / active EE | $2,034 | $4,784-57.5% | $4,167-51.2% | $5,982-66.0% |
| Admin fee / account holder | $77,872 | $10,130+668.7% | $6,795+1046.0% | $11,246+592.5% |