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 | $114,813 | $183,963-37.6% | $162,163-29.2% | $152,861-24.9% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.6%-7.6pp | 82.4%-2.4pp |
| Annual return | 22.73% | 150.76%-128.0pp | 115.59%-92.9pp | 345.32%-322.6pp |
| Employer contribution / active EE | $14,990 | $6,371+135.3% | $5,614+167.0% | $4,762+214.8% |
| Participant deferral / active EE | $10,558 | $8,034+31.4% | $7,298+44.7% | $5,850+80.5% |
| Admin fee / account holder | $1,748 | $13,121-86.7% | $10,843-83.9% | $11,596-84.9% |