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 | $218,285 | $81,632+167.4% | $70,449+209.8% | $158,922+37.4% |
| Participation rate | 90.0% | 77.7%+12.3pp | 75.1%+14.9pp | 82.0%+8.0pp |
| Annual return | 9.07% | 208.40%-199.3pp | 109.03%-100.0pp | 302.83%-293.8pp |
| Employer contribution / active EE | $2,781 | $3,217-13.6% | $2,737+1.6% | $4,761-41.6% |
| Participant deferral / active EE | $3,035 | $4,554-33.4% | $3,709-18.2% | $5,982-49.3% |
| Admin fee / account holder | $20,867 | $6,193+237.0% | $3,845+442.7% | $11,246+85.6% |