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 | $196,168 | $157,256+24.7% | $141,162+39.0% | $152,861+28.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 25.76% | 64.32%-38.6pp | 71.39%-45.6pp | 345.32%-319.6pp |
| Employer contribution / active EE | $17,869 | $5,261+239.7% | $4,735+277.4% | $4,762+275.2% |
| Participant deferral / active EE | $16,008 | $7,109+125.2% | $6,709+138.6% | $5,850+173.6% |
| Admin fee / account holder | $1,832 | $12,120-84.9% | $10,261-82.1% | $11,596-84.2% |