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 | $199,512 | $112,096+78.0% | $95,952+107.9% | $158,922+25.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.14% | 171.09%-151.0pp | 91.61%-71.5pp | 302.83%-282.7pp |
| Employer contribution / active EE | $4,332 | $3,198+35.5% | $2,541+70.5% | $4,761-9.0% |
| Participant deferral / active EE | $11,253 | $4,784+135.2% | $4,167+170.0% | $5,982+88.1% |
| Admin fee / account holder | $14,376 | $10,130+41.9% | $6,795+111.6% | $11,246+27.8% |