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 | $147,333 | $65,409+125.2% | $98,442+49.7% | $85,850+71.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.09% | 21.76%-7.7pp | 1492.73%-1478.6pp | 318.53%-304.4pp |
| Employer contribution / active EE | $6,819 | $2,168+214.6% | $2,960+130.4% | $2,565+165.8% |
| Participant deferral / active EE | $2,945 | $3,166-7.0% | $4,276-31.1% | $3,952-25.5% |
| Admin fee / account holder | $1,711 | $4,593-62.7% | $5,949-71.2% | $6,260-72.7% |