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 | $208,177 | $154,117+35.1% | $129,995+60.1% | $139,434+49.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.80% | 32.48%-18.7pp | -137.18%+151.0pp | 372.94%-359.1pp |
| Employer contribution / active EE | $21,984 | $5,289+315.7% | $4,320+408.9% | $4,751+362.8% |
| Participant deferral / active EE | $4,715 | $6,710-29.7% | $5,820-19.0% | $6,710-29.7% |
| Admin fee / account holder | $4,897 | $14,007-65.0% | $10,614-53.9% | $11,403-57.1% |