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 | $241,612 | $124,281+94.4% | $109,143+121.4% | $167,490+44.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 24.90% | 26.04%-1.1pp | 25.75%-0.8pp | 478.56%-453.7pp |
| Employer contribution / active EE | $8,455 | $4,207+101.0% | $3,722+127.2% | $4,837+74.8% |
| Participant deferral / active EE | $5,321 | $5,255+1.3% | $4,653+14.4% | $6,341-16.1% |
| Admin fee / account holder | $1,154 | $7,970-85.5% | $6,752-82.9% | $12,309-90.6% |