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 | $208,114 | $112,096+85.7% | $95,952+116.9% | $158,922+31.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.37% | 171.09%-161.7pp | 91.61%-82.2pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,589 | $3,198-19.0% | $2,541+1.9% | $4,761-45.6% |
| Participant deferral / active EE | $6,283 | $4,784+31.3% | $4,167+50.8% | $5,982+5.0% |
| Admin fee / account holder | $39,978 | $10,130+294.6% | $6,795+488.3% | $11,246+255.5% |