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 | $223,545 | $176,056+27.0% | $159,436+40.2% | $167,490+33.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.92% | 331.75%-317.8pp | 263.57%-249.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $2,832 | $5,297-46.5% | $4,829-41.4% | $4,837-41.5% |
| Participant deferral / active EE | $8,378 | $7,750+8.1% | $7,352+14.0% | $6,341+32.1% |
| Admin fee / account holder | $474 | $12,554-96.2% | $10,799-95.6% | $12,309-96.1% |