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 | $229,719 | $157,256+46.1% | $141,162+62.7% | $152,861+50.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 16.85% | 64.32%-47.5pp | 71.39%-54.5pp | 345.32%-328.5pp |
| Employer contribution / active EE | $5,357 | $5,261+1.8% | $4,735+13.1% | $4,762+12.5% |
| Participant deferral / active EE | $13,785 | $7,109+93.9% | $6,709+105.5% | $5,850+135.6% |
| Admin fee / account holder | $6,135 | $12,120-49.4% | $10,261-40.2% | $11,596-47.1% |