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 | $231,057 | $90,397+155.6% | $76,002+204.0% | $145,959+58.3% |
| Participation rate | 70.0% | 74.5%-4.5pp | 69.1%+0.9pp | 80.3%-10.3pp |
| Annual return | 10.43% | 621.97%-611.5pp | 360.07%-349.6pp | 561.95%-551.5pp |
| Employer contribution / active EE | $3,438 | $3,317+3.6% | $2,688+27.9% | $4,661-26.2% |
| Participant deferral / active EE | $9,836 | $5,163+90.5% | $4,257+131.1% | $6,689+47.1% |
| Admin fee / account holder | $4,546 | $8,369-45.7% | $6,414-29.1% | $13,398-66.1% |