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 | $235,411 | $113,339+107.7% | $94,993+147.8% | $147,584+59.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 14.01% | 20.77%-6.8pp | 27.12%-13.1pp | 578.55%-564.5pp |
| Employer contribution / active EE | $6,496 | $3,160+105.5% | $2,603+149.5% | $4,876+33.2% |
| Participant deferral / active EE | $11,641 | $3,777+208.2% | $3,317+250.9% | $5,439+114.0% |
| Admin fee / account holder | $23,515 | $6,063+287.9% | $4,960+374.1% | $10,885+116.0% |