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 7-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 | $218,339 | $107,334+103.4% | $92,893+135.0% | $152,861+42.8% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.07% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,920 | $4,221-30.8% | $3,653-20.1% | $4,762-38.7% |
| Participant deferral / active EE | $7,480 | $4,845+54.4% | $4,236+76.6% | $5,850+27.9% |
| Admin fee / account holder | $1,739 | $7,079-75.4% | $5,794-70.0% | $11,596-85.0% |