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 | $236,964 | $165,335+43.3% | $149,696+58.3% | $158,922+49.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.93% | 348.15%-323.2pp | 276.60%-251.7pp | 302.83%-277.9pp |
| Employer contribution / active EE | $3,507 | $5,103-31.3% | $4,644-24.5% | $4,761-26.3% |
| Participant deferral / active EE | $10,507 | $7,181+46.3% | $6,842+53.6% | $5,982+75.6% |
| Admin fee / account holder | $5,666 | $10,807-47.6% | $9,309-39.1% | $11,246-49.6% |