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 | $237,791 | $100,852+135.8% | $90,404+163.0% | $158,922+49.6% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 18.88% | 1724.20%-1705.3pp | 1293.02%-1274.1pp | 302.83%-283.9pp |
| Employer contribution / active EE | $4,649 | $3,689+26.0% | $3,262+42.5% | $4,761-2.4% |
| Participant deferral / active EE | $16,250 | $4,348+273.8% | $3,963+310.0% | $5,982+171.6% |
| Admin fee / account holder | $903 | $6,501-86.1% | $5,611-83.9% | $11,246-92.0% |