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 | $183,881 | $121,625+51.2% | $104,607+75.8% | $158,922+15.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 10.06% | 465.26%-455.2pp | 340.46%-330.4pp | 302.83%-292.8pp |
| Employer contribution / active EE | $4,333 | $3,163+37.0% | $2,681+61.7% | $4,761-9.0% |
| Participant deferral / active EE | $3,214 | $4,177-23.1% | $3,740-14.1% | $5,982-46.3% |
| Admin fee / account holder | $30,299 | $7,787+289.1% | $6,473+368.1% | $11,246+169.4% |