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 | $242,504 | $172,478+40.6% | $145,661+66.5% | $142,382+70.3% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 14.72% | 151.09%-136.4pp | 101.46%-86.7pp | 217.08%-202.4pp |
| Employer contribution / active EE | $3,800 | $4,899-22.4% | $4,238-10.3% | $4,299-11.6% |
| Participant deferral / active EE | $6,245 | $8,348-25.2% | $7,198-13.3% | $6,507-4.0% |
| Admin fee / account holder | $3,386 | $16,864-79.9% | $12,466-72.8% | $12,624-73.2% |