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 | $185,996 | $102,604+81.3% | $86,188+115.8% | $139,434+33.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.0%+6.0pp | 80.3%-5.3pp |
| Annual return | 15.82% | 1922.51%-1906.7pp | 1168.45%-1152.6pp | 372.94%-357.1pp |
| Employer contribution / active EE | $3,106 | $3,032+2.4% | $2,380+30.5% | $4,751-34.6% |
| Participant deferral / active EE | $3,272 | $4,676-30.0% | $3,985-17.9% | $6,710-51.2% |
| Admin fee / account holder | $799 | $8,657-90.8% | $6,852-88.3% | $11,403-93.0% |