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 8-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 | $226,837 | $110,257+105.7% | $96,544+135.0% | $139,434+62.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 61.45% | 26.32%+35.1pp | 25.84%+35.6pp | 372.94%-311.5pp |
| Employer contribution / active EE | $1,983 | $3,620-45.2% | $2,965-33.1% | $4,751-58.3% |
| Participant deferral / active EE | $13,737 | $5,548+147.6% | $4,851+183.2% | $6,710+104.7% |
| Admin fee / account holder | $1,880 | $11,591-83.8% | $8,252-77.2% | $11,403-83.5% |