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 | $194,792 | $165,335+17.8% | $149,696+30.1% | $158,922+22.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 39.83% | 348.15%-308.3pp | 276.60%-236.8pp | 302.83%-263.0pp |
| Employer contribution / active EE | $8,268 | $5,103+62.0% | $4,644+78.0% | $4,761+73.6% |
| Participant deferral / active EE | $14,174 | $7,181+97.4% | $6,842+107.2% | $5,982+136.9% |
| Admin fee / account holder | $5,981 | $10,807-44.7% | $9,309-35.7% | $11,246-46.8% |