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 | $248,668 | $209,336+18.8% | $197,124+26.1% | $137,256+81.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 22.65% | 48.09%-25.4pp | 44.34%-21.7pp | 220.34%-197.7pp |
| Employer contribution / active EE | $18,532 | $6,591+181.2% | $6,227+197.6% | $4,156+345.9% |
| Participant deferral / active EE | $20,059 | $9,614+108.6% | $9,135+119.6% | $6,407+213.1% |
| Admin fee / account holder | $525 | $17,308-97.0% | $16,298-96.8% | $12,270-95.7% |