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 | $188,386 | $126,574+48.8% | $106,213+77.4% | $145,922+29.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 13.09% | 224.79%-211.7pp | 116.14%-103.1pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,919 | $3,730-48.6% | $3,171-39.5% | $4,660-58.8% |
| Participant deferral / active EE | $6,891 | $5,724+20.4% | $5,016+37.4% | $6,688+3.0% |
| Admin fee / account holder | $7,142 | $17,304-58.7% | $11,033-35.3% | $13,397-46.7% |