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 | $206,429 | $176,056+17.3% | $159,436+29.5% | $167,490+23.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.20% | 331.75%-316.5pp | 263.57%-248.4pp | 478.56%-463.4pp |
| Employer contribution / active EE | $3,423 | $5,297-35.4% | $4,829-29.1% | $4,837-29.2% |
| Participant deferral / active EE | $8,859 | $7,750+14.3% | $7,352+20.5% | $6,341+39.7% |
| Admin fee / account holder | $2,117 | $12,554-83.1% | $10,799-80.4% | $12,309-82.8% |