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 | $243,136 | $95,561+154.4% | $77,163+215.1% | $139,434+74.4% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 14.26% | 54.92%-40.7pp | 37.87%-23.6pp | 372.94%-358.7pp |
| Employer contribution / active EE | $41,050 | $3,147+1204.2% | $2,535+1519.4% | $4,751+764.1% |
| Participant deferral / active EE | $25,542 | $4,624+452.4% | $3,833+566.3% | $6,710+280.6% |
| Admin fee / account holder | $2,306 | $8,295-72.2% | $5,472-57.9% | $11,403-79.8% |