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 | $202,358 | $115,770+74.8% | $101,248+99.9% | $158,922+27.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.40% | 56.14%-35.7pp | 46.47%-26.1pp | 302.83%-282.4pp |
| Employer contribution / active EE | $9,375 | $4,175+124.6% | $3,660+156.2% | $4,761+96.9% |
| Participant deferral / active EE | $3,502 | $4,957-29.4% | $4,370-19.9% | $5,982-41.5% |
| Admin fee / account holder | $9,671 | $7,245+33.5% | $5,945+62.7% | $11,246-14.0% |