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 | $209,063 | $157,256+32.9% | $141,162+48.1% | $152,861+36.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 26.93% | 64.32%-37.4pp | 71.39%-44.5pp | 345.32%-318.4pp |
| Employer contribution / active EE | $7,426 | $5,261+41.2% | $4,735+56.8% | $4,762+55.9% |
| Participant deferral / active EE | $15,877 | $7,109+123.3% | $6,709+136.7% | $5,850+171.4% |
| Admin fee / account holder | $3,541 | $12,120-70.8% | $10,261-65.5% | $11,596-69.5% |