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 | $241,006 | $183,963+31.0% | $162,163+48.6% | $152,861+57.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 18.37% | 150.76%-132.4pp | 115.59%-97.2pp | 345.32%-326.9pp |
| Employer contribution / active EE | $3,131 | $6,371-50.9% | $5,614-44.2% | $4,762-34.3% |
| Participant deferral / active EE | $10,961 | $8,034+36.4% | $7,298+50.2% | $5,850+87.4% |
| Admin fee / account holder | $21,960 | $13,121+67.4% | $10,843+102.5% | $11,596+89.4% |