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 | $230,960 | $117,983+95.8% | $101,794+126.9% | $142,382+62.2% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 22.76% | 36.92%-14.2pp | 30.53%-7.8pp | 217.08%-194.3pp |
| Employer contribution / active EE | $13,291 | $2,773+379.3% | $2,289+480.7% | $4,299+209.2% |
| Participant deferral / active EE | $11,622 | $4,714+146.6% | $4,084+184.6% | $6,507+78.6% |
| Admin fee / account holder | $788 | $10,433-92.4% | $8,777-91.0% | $12,624-93.8% |