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 | $235,312 | $165,335+42.3% | $149,696+57.2% | $158,922+48.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.52% | 348.15%-321.6pp | 276.60%-250.1pp | 302.83%-276.3pp |
| Employer contribution / active EE | $27,363 | $5,103+436.2% | $4,644+489.2% | $4,761+474.7% |
| Participant deferral / active EE | $13,000 | $7,181+81.0% | $6,842+90.0% | $5,982+117.3% |
| Admin fee / account holder | $1,801 | $10,807-83.3% | $9,309-80.7% | $11,246-84.0% |