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 | $199,143 | $157,256+26.6% | $141,162+41.1% | $152,861+30.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 15.84% | 64.32%-48.5pp | 71.39%-55.6pp | 345.32%-329.5pp |
| Employer contribution / active EE | $2,284 | $5,261-56.6% | $4,735-51.8% | $4,762-52.0% |
| Participant deferral / active EE | $7,662 | $7,109+7.8% | $6,709+14.2% | $5,850+31.0% |
| Admin fee / account holder | $5,116 | $12,120-57.8% | $10,261-50.1% | $11,596-55.9% |