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 | $211,388 | $72,071+193.3% | $68,368+209.2% | $137,256+54.0% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.0%-5.0pp |
| Annual return | 30.50% | 353.14%-322.6pp | 292.57%-262.1pp | 220.34%-189.8pp |
| Employer contribution / active EE | $8,241 | $2,788+195.6% | $2,649+211.1% | $4,156+98.3% |
| Participant deferral / active EE | $9,570 | $4,410+117.0% | $4,123+132.1% | $6,407+49.4% |
| Admin fee / account holder | $1,222 | $5,336-77.1% | $5,150-76.3% | $12,270-90.0% |