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 | $244,643 | $209,336+16.9% | $197,124+24.1% | $137,256+78.2% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 20.18% | 48.09%-27.9pp | 44.34%-24.2pp | 220.34%-200.2pp |
| Employer contribution / active EE | $1,929 | $6,591-70.7% | $6,227-69.0% | $4,156-53.6% |
| Participant deferral / active EE | $8,241 | $9,614-14.3% | $9,135-9.8% | $6,407+28.6% |
| Admin fee / account holder | $38,388 | $17,308+121.8% | $16,298+135.5% | $12,270+212.9% |