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 | $191,632 | $148,534+29.0% | $135,903+41.0% | $139,434+37.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.41% | 79.19%-61.8pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $12,929 | $5,243+146.6% | $4,856+166.2% | $4,751+172.1% |
| Participant deferral / active EE | $13,295 | $8,100+64.1% | $7,758+71.4% | $6,710+98.1% |
| Admin fee / account holder | $3,386 | $12,400-72.7% | $10,762-68.5% | $11,403-70.3% |