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 | $209,100 | $103,376+102.3% | $87,100+140.1% | $152,861+36.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 40.09% | 28.10%+12.0pp | 28.19%+11.9pp | 345.32%-305.2pp |
| Employer contribution / active EE | $2,343 | $3,220-27.3% | $2,521-7.1% | $4,762-50.8% |
| Participant deferral / active EE | $6,863 | $4,778+43.6% | $4,049+69.5% | $5,850+17.3% |
| Admin fee / account holder | $1,570 | $12,205-87.1% | $7,497-79.1% | $11,596-86.5% |