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 | $218,474 | $107,934+102.4% | $91,989+137.5% | $152,861+42.9% |
| Participation rate | 92.3% | 81.2%+11.1pp | 78.6%+13.7pp | 82.4%+9.9pp |
| Annual return | 25.31% | 89.24%-63.9pp | 69.02%-43.7pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,007 | $4,210-52.3% | $3,452-41.9% | $4,762-57.9% |
| Participant deferral / active EE | $6,090 | $6,364-4.3% | $5,923+2.8% | $5,850+4.1% |
| Admin fee / account holder | $217,080 | $10,520+1963.6% | $7,743+2703.6% | $11,596+1772.0% |