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 | $239,165 | $108,919+119.6% | $100,391+138.2% | $145,922+63.9% |
| Participation rate | 82.4% | 82.9%-0.6pp | 81.5%+0.9pp | 80.3%+2.1pp |
| Annual return | 12.46% | 57.88%-45.4pp | 49.20%-36.7pp | 561.29%-548.8pp |
| Employer contribution / active EE | $15,244 | $4,419+244.9% | $3,942+286.7% | $4,660+227.1% |
| Participant deferral / active EE | $19,705 | $8,445+133.3% | $8,082+143.8% | $6,688+194.6% |
| Admin fee / account holder | $13,054 | $9,689+34.7% | $7,899+65.3% | $13,397-2.6% |