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 | $241,635 | $159,602+51.4% | $150,045+61.0% | $142,382+69.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 23.72% | 70.24%-46.5pp | 62.55%-38.8pp | 217.08%-193.4pp |
| Employer contribution / active EE | $13,006 | $4,961+162.2% | $4,693+177.1% | $4,299+202.5% |
| Participant deferral / active EE | $7,531 | $8,310-9.4% | $7,997-5.8% | $6,507+15.7% |
| Admin fee / account holder | $25,139 | $14,846+69.3% | $13,435+87.1% | $12,624+99.1% |