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 | $239,048 | $165,335+44.6% | $149,696+59.7% | $158,922+50.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.09% | 348.15%-333.1pp | 276.60%-261.5pp | 302.83%-287.7pp |
| Employer contribution / active EE | $21,100 | $5,103+313.5% | $4,644+354.3% | $4,761+343.2% |
| Participant deferral / active EE | $12,485 | $7,181+73.9% | $6,842+82.5% | $5,982+108.7% |
| Admin fee / account holder | $2,164 | $10,807-80.0% | $9,309-76.8% | $11,246-80.8% |