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 | $233,583 | $176,056+32.7% | $159,436+46.5% | $167,490+39.5% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.72% | 331.75%-315.0pp | 263.57%-246.8pp | 478.56%-461.8pp |
| Employer contribution / active EE | $2,163 | $5,297-59.2% | $4,829-55.2% | $4,837-55.3% |
| Participant deferral / active EE | $8,815 | $7,750+13.7% | $7,352+19.9% | $6,341+39.0% |
| Admin fee / account holder | $2,469 | $12,554-80.3% | $10,799-77.1% | $12,309-79.9% |