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 7-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 | $246,030 | $111,754+120.2% | $103,333+138.1% | $145,922+68.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 14.13% | 24.77%-10.6pp | 24.88%-10.7pp | 561.29%-547.2pp |
| Employer contribution / active EE | $5,162 | $4,212+22.5% | $3,868+33.5% | $4,660+10.8% |
| Participant deferral / active EE | $14,643 | $5,619+160.6% | $5,057+189.5% | $6,688+118.9% |
| Admin fee / account holder | $920 | $9,750-90.6% | $8,355-89.0% | $13,397-93.1% |