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 | $230,359 | $109,327+110.7% | $89,391+157.7% | $158,922+45.0% |
| Participation rate | 85.7% | 74.3%+11.5pp | 68.0%+17.7pp | 82.0%+3.8pp |
| Annual return | 18.98% | 345.68%-326.7pp | 245.62%-226.6pp | 302.83%-283.8pp |
| Employer contribution / active EE | $3,186 | $3,170+0.5% | $2,586+23.2% | $4,761-33.1% |
| Participant deferral / active EE | $8,746 | $4,598+90.2% | $3,890+124.8% | $5,982+46.2% |
| Admin fee / account holder | $1,033 | $6,153-83.2% | $4,881-78.8% | $11,246-90.8% |