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 5-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 | $236,966 | $106,584+122.3% | $101,326+133.9% | $142,382+66.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.89% | 36.93%-18.0pp | 36.82%-17.9pp | 217.08%-198.2pp |
| Employer contribution / active EE | $20,682 | $3,956+422.8% | $3,665+464.3% | $4,299+381.1% |
| Participant deferral / active EE | $16,333 | $8,297+96.9% | $7,994+104.3% | $6,507+151.0% |
| Admin fee / account holder | $50,056 | $11,446+337.3% | $11,185+347.5% | $12,624+296.5% |