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 | $244,476 | $103,376+136.5% | $87,100+180.7% | $152,861+59.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 30.79% | 28.10%+2.7pp | 28.19%+2.6pp | 345.32%-314.5pp |
| Employer contribution / active EE | $5,690 | $3,220+76.7% | $2,521+125.7% | $4,762+19.5% |
| Participant deferral / active EE | $14,211 | $4,778+197.4% | $4,049+251.0% | $5,850+142.9% |
| Admin fee / account holder | $3,054 | $12,205-75.0% | $7,497-59.3% | $11,596-73.7% |