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 | $218,020 | $126,574+72.2% | $106,213+105.3% | $145,922+49.4% |
| Participation rate | 80.0% | 77.6%+2.4pp | 75.3%+4.7pp | 80.3%-0.3pp |
| Annual return | 17.11% | 224.79%-207.7pp | 116.14%-99.0pp | 561.29%-544.2pp |
| Employer contribution / active EE | $3,412 | $3,730-8.5% | $3,171+7.6% | $4,660-26.8% |
| Participant deferral / active EE | $14,944 | $5,724+161.1% | $5,016+197.9% | $6,688+123.5% |
| Admin fee / account holder | $18,973 | $17,304+9.6% | $11,033+72.0% | $13,397+41.6% |