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 | $247,540 | $149,734+65.3% | $118,925+108.1% | $158,922+55.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 75.4%+24.6pp | 82.0%+18.0pp |
| Annual return | 16.14% | 19.95%-3.8pp | 35.88%-19.7pp | 302.83%-286.7pp |
| Employer contribution / active EE | $12,717 | $4,115+209.0% | $3,263+289.8% | $4,761+167.1% |
| Participant deferral / active EE | $12,996 | $5,223+148.8% | $4,265+204.7% | $5,982+117.2% |
| Admin fee / account holder | $992 | $8,603-88.5% | $6,581-84.9% | $11,246-91.2% |