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 | $230,366 | $109,327+110.7% | $89,391+157.7% | $158,922+45.0% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.0%+19.5pp | 82.0%+5.5pp |
| Annual return | 18.85% | 345.68%-326.8pp | 245.62%-226.8pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,298 | $3,170+4.1% | $2,586+27.6% | $4,761-30.7% |
| Participant deferral / active EE | $8,728 | $4,598+89.8% | $3,890+124.4% | $5,982+45.9% |
| Admin fee / account holder | $4,309 | $6,153-30.0% | $4,881-11.7% | $11,246-61.7% |