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 | $240,987 | $165,335+45.8% | $149,696+61.0% | $158,922+51.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.96% | 348.15%-331.2pp | 276.60%-259.6pp | 302.83%-285.9pp |
| Employer contribution / active EE | $3,881 | $5,103-24.0% | $4,644-16.4% | $4,761-18.5% |
| Participant deferral / active EE | $13,620 | $7,181+89.7% | $6,842+99.1% | $5,982+127.7% |
| Admin fee / account holder | $1,078 | $10,807-90.0% | $9,309-88.4% | $11,246-90.4% |