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 | $239,015 | $185,822+28.6% | $169,993+40.6% | $139,434+71.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.70% | 60.50%-48.8pp | 53.37%-41.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $15,864 | $7,590+109.0% | $6,785+133.8% | $4,751+233.9% |
| Participant deferral / active EE | $16,677 | $11,622+43.5% | $10,408+60.2% | $6,710+148.5% |
| Admin fee / account holder | $19,350 | $15,381+25.8% | $12,815+51.0% | $11,403+69.7% |