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 | $204,284 | $109,982+85.7% | $97,226+110.1% | $145,922+40.0% |
| Participation rate | 77.8% | 75.9%+1.8pp | 72.7%+5.1pp | 80.3%-2.5pp |
| Annual return | 18.45% | 242.90%-224.5pp | 75.13%-56.7pp | 561.29%-542.8pp |
| Employer contribution / active EE | $6,397 | $3,084+107.4% | $2,729+134.4% | $4,660+37.3% |
| Participant deferral / active EE | $12,473 | $4,676+166.8% | $4,264+192.5% | $6,688+86.5% |
| Admin fee / account holder | $1,276 | $6,221-79.5% | $5,654-77.4% | $13,397-90.5% |