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 | $246,791 | $93,346+164.4% | $71,796+243.7% | $273,961-9.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 6.96% | 130.39%-123.4pp | 78.04%-71.1pp | 41.45%-34.5pp |
| Employer contribution / active EE | $3,842 | $2,733+40.6% | $1,924+99.7% | $4,869-21.1% |
| Participant deferral / active EE | $25,615 | $3,475+637.1% | $2,794+816.6% | $5,287+384.5% |
| Admin fee / account holder | $31,097 | $6,571+373.3% | $4,815+545.8% | $10,132+206.9% |