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 | $205,838 | $112,096+83.6% | $95,952+114.5% | $158,922+29.5% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 19.95% | 171.09%-151.1pp | 91.61%-71.7pp | 302.83%-282.9pp |
| Employer contribution / active EE | $4,188 | $3,198+30.9% | $2,541+64.8% | $4,761-12.0% |
| Participant deferral / active EE | $16,213 | $4,784+238.9% | $4,167+289.1% | $5,982+171.0% |
| Admin fee / account holder | $1,119 | $10,130-89.0% | $6,795-83.5% | $11,246-90.0% |