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 | $245,899 | $165,584+48.5% | $142,942+72.0% | $137,256+79.2% |
| Participation rate | 87.5% | 80.1%+7.4pp | 76.8%+10.7pp | 80.0%+7.5pp |
| Annual return | 20.11% | 164.22%-144.1pp | 113.70%-93.6pp | 220.34%-200.2pp |
| Employer contribution / active EE | $5,691 | $4,725+20.4% | $4,139+37.5% | $4,156+36.9% |
| Participant deferral / active EE | $16,153 | $8,194+97.1% | $7,128+126.6% | $6,407+152.1% |
| Admin fee / account holder | $724 | $16,167-95.5% | $12,475-94.2% | $12,270-94.1% |