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 5-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 | $240,808 | $110,261+118.4% | $95,745+151.5% | $139,434+72.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 23.54% | 27.11%-3.6pp | 28.35%-4.8pp | 372.94%-349.4pp |
| Employer contribution / active EE | $25,230 | $3,257+674.6% | $2,835+790.1% | $4,751+431.1% |
| Participant deferral / active EE | $15,401 | $4,676+229.4% | $4,245+262.8% | $6,710+129.5% |
| Admin fee / account holder | $741 | $6,613-88.8% | $5,678-86.9% | $11,403-93.5% |