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 | $248,295 | $165,984+49.6% | $164,813+50.7% | $145,922+70.2% |
| Participation rate | 73.3% | 82.0%-8.7pp | 78.6%-5.3pp | 80.3%-6.9pp |
| Annual return | 10.46% | 100.03%-89.6pp | 69.93%-59.5pp | 561.29%-550.8pp |
| Employer contribution / active EE | $2,995 | $5,273-43.2% | $4,341-31.0% | $4,660-35.7% |
| Participant deferral / active EE | $6,072 | $6,959-12.7% | $6,031+0.7% | $6,688-9.2% |
| Admin fee / account holder | $2,867 | $16,648-82.8% | $12,690-77.4% | $13,397-78.6% |