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 | $168,358 | $112,096+50.2% | $95,952+75.5% | $158,922+5.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 9.18% | 171.09%-161.9pp | 91.61%-82.4pp | 302.83%-293.6pp |
| Employer contribution / active EE | $2,947 | $3,198-7.8% | $2,541+16.0% | $4,761-38.1% |
| Participant deferral / active EE | $4,384 | $4,784-8.4% | $4,167+5.2% | $5,982-26.7% |
| Admin fee / account holder | $1,590 | $10,130-84.3% | $6,795-76.6% | $11,246-85.9% |