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 9-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 | $151,360 | $112,096+35.0% | $95,952+57.7% | $158,922-4.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 20.34% | 171.09%-150.8pp | 91.61%-71.3pp | 302.83%-282.5pp |
| Employer contribution / active EE | $3,952 | $3,198+23.6% | $2,541+55.5% | $4,761-17.0% |
| Participant deferral / active EE | $10,766 | $4,784+125.0% | $4,167+158.4% | $5,982+80.0% |
| Admin fee / account holder | $1,238 | $10,130-87.8% | $6,795-81.8% | $11,246-89.0% |