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 | $238,629 | $198,466+20.2% | $170,442+40.0% | $147,584+61.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.16% | 257.29%-243.1pp | 205.93%-191.8pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,843 | $6,184-70.2% | $5,433-66.1% | $4,876-62.2% |
| Participant deferral / active EE | $8,651 | $5,629+53.7% | $4,939+75.1% | $5,439+59.1% |
| Admin fee / account holder | $15,990 | $16,852-5.1% | $13,880+15.2% | $10,885+46.9% |