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 | $194,821 | $112,096+73.8% | $95,952+103.0% | $158,922+22.6% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 18.99% | 171.09%-152.1pp | 91.61%-72.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $7,653 | $3,198+139.3% | $2,541+201.2% | $4,761+60.7% |
| Participant deferral / active EE | $17,865 | $4,784+273.4% | $4,167+328.7% | $5,982+198.6% |
| Admin fee / account holder | $675 | $10,130-93.3% | $6,795-90.1% | $11,246-94.0% |