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 | $234,792 | $118,849+97.6% | $96,562+143.2% | $167,490+40.2% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 22.65% | 50.49%-27.8pp | 37.78%-15.1pp | 478.56%-455.9pp |
| Employer contribution / active EE | $3,423 | $3,120+9.7% | $2,356+45.3% | $4,837-29.2% |
| Participant deferral / active EE | $5,015 | $4,616+8.6% | $3,849+30.3% | $6,341-20.9% |
| Admin fee / account holder | $6,761 | $8,065-16.2% | $6,181+9.4% | $12,309-45.1% |