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 | $189,872 | $90,397+110.0% | $76,002+149.8% | $145,959+30.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.26% | 621.97%-611.7pp | 360.07%-349.8pp | 561.95%-551.7pp |
| Employer contribution / active EE | $3,625 | $3,317+9.3% | $2,688+34.8% | $4,661-22.2% |
| Participant deferral / active EE | $11,455 | $5,163+121.9% | $4,257+169.1% | $6,689+71.3% |
| Admin fee / account holder | $2,976 | $8,369-64.4% | $6,414-53.6% | $13,398-77.8% |