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 | $193,795 | $112,096+72.9% | $95,952+102.0% | $158,922+21.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.61% | 171.09%-163.5pp | 91.61%-84.0pp | 302.83%-295.2pp |
| Employer contribution / active EE | $7,615 | $3,198+138.1% | $2,541+199.7% | $4,761+59.9% |
| Participant deferral / active EE | $9,033 | $4,784+88.8% | $4,167+116.8% | $5,982+51.0% |
| Admin fee / account holder | $3,247 | $10,130-67.9% | $6,795-52.2% | $11,246-71.1% |