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 | $243,243 | $154,117+57.8% | $129,995+87.1% | $139,434+74.5% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.5%+11.5pp | 80.3%+9.7pp |
| Annual return | 14.82% | 32.48%-17.7pp | -137.18%+152.0pp | 372.94%-358.1pp |
| Employer contribution / active EE | $10,885 | $5,289+105.8% | $4,320+152.0% | $4,751+129.1% |
| Participant deferral / active EE | $11,278 | $6,710+68.1% | $5,820+93.8% | $6,710+68.1% |
| Admin fee / account holder | $866 | $14,007-93.8% | $10,614-91.8% | $11,403-92.4% |