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 | $216,075 | $157,256+37.4% | $141,162+53.1% | $152,861+41.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 36.37% | 64.32%-27.9pp | 71.39%-35.0pp | 345.32%-308.9pp |
| Employer contribution / active EE | $10,744 | $5,261+104.2% | $4,735+126.9% | $4,762+125.6% |
| Participant deferral / active EE | $5,427 | $7,109-23.7% | $6,709-19.1% | $5,850-7.2% |
| Admin fee / account holder | $21,735 | $12,120+79.3% | $10,261+111.8% | $11,596+87.4% |