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 | $243,664 | $104,907+132.3% | $84,611+188.0% | $152,861+59.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 12.27% | 373.79%-361.5pp | 258.74%-246.5pp | 345.32%-333.0pp |
| Employer contribution / active EE | $3,650 | $3,302+10.6% | $2,652+37.6% | $4,762-23.4% |
| Participant deferral / active EE | $16,667 | $4,688+255.5% | $3,899+327.5% | $5,850+184.9% |
| Admin fee / account holder | $2,595 | $6,241-58.4% | $4,912-47.2% | $11,596-77.6% |