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 | $183,430 | $111,724+64.2% | $93,606+96.0% | $145,922+25.7% |
| Participation rate | 75.0% | 74.2%+0.8pp | 68.7%+6.3pp | 80.3%-5.3pp |
| Annual return | 20.57% | 202.98%-182.4pp | 133.20%-112.6pp | 561.29%-540.7pp |
| Employer contribution / active EE | $2,641 | $3,090-14.5% | $2,420+9.1% | $4,660-43.3% |
| Participant deferral / active EE | $3,301 | $4,912-32.8% | $4,411-25.2% | $6,688-50.6% |
| Admin fee / account holder | $262,938 | $10,250+2465.3% | $8,285+3073.6% | $13,397+1862.7% |