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 | $248,378 | $157,256+57.9% | $141,162+76.0% | $152,861+62.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 29.47% | 64.32%-34.9pp | 71.39%-41.9pp | 345.32%-315.9pp |
| Employer contribution / active EE | $3,332 | $5,261-36.7% | $4,735-29.6% | $4,762-30.0% |
| Participant deferral / active EE | $14,053 | $7,109+97.7% | $6,709+109.5% | $5,850+140.2% |
| Admin fee / account holder | $1,824 | $12,120-85.0% | $10,261-82.2% | $11,596-84.3% |