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 | $238,679 | $96,484+147.4% | $75,886+214.5% | $152,861+56.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 15.28% | 33.98%-18.7pp | 30.76%-15.5pp | 345.32%-330.0pp |
| Employer contribution / active EE | $3,406 | $3,309+2.9% | $2,500+36.2% | $4,762-28.5% |
| Participant deferral / active EE | $10,940 | $4,553+140.3% | $3,603+203.6% | $5,850+87.0% |
| Admin fee / account holder | $13,959 | $8,078+72.8% | $5,418+157.6% | $11,596+20.4% |