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 | $222,331 | $133,958+66.0% | $112,228+98.1% | $134,475+65.3% |
| Participation rate | 87.0% | 78.6%+8.4pp | 75.1%+11.9pp | 81.2%+5.7pp |
| Annual return | 2.97% | 47.11%-44.1pp | 27.45%-24.5pp | 417.96%-415.0pp |
| Employer contribution / active EE | $8,683 | $4,038+115.0% | $3,635+138.9% | $4,740+83.2% |
| Participant deferral / active EE | $3,615 | $5,291-31.7% | $4,728-23.5% | $6,400-43.5% |
| Admin fee / account holder | $13,358 | $7,489+78.4% | $6,410+108.4% | $11,426+16.9% |