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 | $230,879 | $165,335+39.6% | $149,696+54.2% | $158,922+45.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.73% | 348.15%-336.4pp | 276.60%-264.9pp | 302.83%-291.1pp |
| Employer contribution / active EE | $3,900 | $5,103-23.6% | $4,644-16.0% | $4,761-18.1% |
| Participant deferral / active EE | $5,070 | $7,181-29.4% | $6,842-25.9% | $5,982-15.2% |
| Admin fee / account holder | $1,975 | $10,807-81.7% | $9,309-78.8% | $11,246-82.4% |