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 | $234,969 | $114,381+105.4% | $107,525+118.5% | $142,382+65.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 18.91% | 242.71%-223.8pp | 181.32%-162.4pp | 217.08%-198.2pp |
| Employer contribution / active EE | $5,804 | $4,015+44.6% | $3,754+54.6% | $4,299+35.0% |
| Participant deferral / active EE | $13,245 | $5,564+138.0% | $5,116+158.9% | $6,507+103.5% |
| Admin fee / account holder | $997 | $9,860-89.9% | $8,919-88.8% | $12,624-92.1% |