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 | $223,545 | $112,096+99.4% | $95,952+133.0% | $158,922+40.7% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 28.57% | 171.09%-142.5pp | 91.61%-63.0pp | 302.83%-274.3pp |
| Employer contribution / active EE | $13,795 | $3,198+331.4% | $2,541+442.9% | $4,761+189.7% |
| Participant deferral / active EE | $3,393 | $4,784-29.1% | $4,167-18.6% | $5,982-43.3% |
| Admin fee / account holder | $1,310 | $10,130-87.1% | $6,795-80.7% | $11,246-88.3% |