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 | $203,297 | $150,187+35.4% | $120,354+68.9% | $145,922+39.3% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 9.31% | 154.07%-144.8pp | 107.15%-97.8pp | 561.29%-552.0pp |
| Employer contribution / active EE | $4,145 | $4,348-4.7% | $3,463+19.7% | $4,660-11.0% |
| Participant deferral / active EE | $5,975 | $6,173-3.2% | $4,991+19.7% | $6,688-10.7% |
| Admin fee / account holder | $1,634 | $12,207-86.6% | $9,423-82.7% | $13,397-87.8% |