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 | $172,900 | $72,071+139.9% | $68,368+152.9% | $137,256+26.0% |
| Participation rate | 89.5% | 76.2%+13.2pp | 73.8%+15.7pp | 80.0%+9.5pp |
| Annual return | 15.49% | 353.14%-337.7pp | 292.57%-277.1pp | 220.34%-204.9pp |
| Employer contribution / active EE | $3,188 | $2,788+14.3% | $2,649+20.3% | $4,156-23.3% |
| Participant deferral / active EE | $9,347 | $4,410+112.0% | $4,123+126.7% | $6,407+45.9% |
| Admin fee / account holder | $1,969 | $5,336-63.1% | $5,150-61.8% | $12,270-84.0% |