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 | $182,840 | $112,096+63.1% | $95,952+90.6% | $158,922+15.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.01% | 171.09%-159.1pp | 91.61%-79.6pp | 302.83%-290.8pp |
| Employer contribution / active EE | $3,290 | $3,198+2.9% | $2,541+29.5% | $4,761-30.9% |
| Participant deferral / active EE | $8,229 | $4,784+72.0% | $4,167+97.5% | $5,982+37.6% |
| Admin fee / account holder | $3,747 | $10,130-63.0% | $6,795-44.9% | $11,246-66.7% |