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 | $202,051 | $106,515+89.7% | $96,683+109.0% | $139,434+44.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 18.97% | 38.43%-19.5pp | 35.69%-16.7pp | 372.94%-354.0pp |
| Employer contribution / active EE | $5,611 | $4,103+36.8% | $3,737+50.2% | $4,751+18.1% |
| Participant deferral / active EE | $17,760 | $5,454+225.6% | $4,878+264.1% | $6,710+164.7% |
| Admin fee / account holder | $18,574 | $7,877+135.8% | $6,730+176.0% | $11,403+62.9% |