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 | $192,100 | $112,881+70.2% | $90,951+111.2% | $158,922+20.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 14.72% | 215.79%-201.1pp | 134.60%-119.9pp | 302.83%-288.1pp |
| Employer contribution / active EE | $3,097 | $2,893+7.0% | $2,122+45.9% | $4,761-35.0% |
| Participant deferral / active EE | $4,606 | $4,128+11.6% | $3,373+36.6% | $5,982-23.0% |
| Admin fee / account holder | $9,080 | $8,041+12.9% | $5,959+52.4% | $11,246-19.3% |