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 | $240,651 | $117,983+104.0% | $101,794+136.4% | $142,382+69.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 13.47% | 36.92%-23.4pp | 30.53%-17.1pp | 217.08%-203.6pp |
| Employer contribution / active EE | $13,162 | $2,773+374.7% | $2,289+475.0% | $4,299+206.2% |
| Participant deferral / active EE | $9,685 | $4,714+105.5% | $4,084+137.2% | $6,507+48.8% |
| Admin fee / account holder | $5,930 | $10,433-43.2% | $8,777-32.4% | $12,624-53.0% |