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 | $228,371 | $95,266+139.7% | $82,389+177.2% | $142,382+60.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 13.58% | 25.74%-12.2pp | 28.67%-15.1pp | 217.08%-203.5pp |
| Employer contribution / active EE | $20,014 | $2,991+569.1% | $2,517+695.1% | $4,299+365.5% |
| Participant deferral / active EE | $16,300 | $4,809+239.0% | $4,155+292.3% | $6,507+150.5% |
| Admin fee / account holder | $702 | $8,563-91.8% | $7,231-90.3% | $12,624-94.4% |