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 | $231,933 | $114,381+102.8% | $107,525+115.7% | $142,382+62.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 16.75% | 242.71%-226.0pp | 181.32%-164.6pp | 217.08%-200.3pp |
| Employer contribution / active EE | $8,259 | $4,015+105.7% | $3,754+120.0% | $4,299+92.1% |
| Participant deferral / active EE | $9,907 | $5,564+78.0% | $5,116+93.7% | $6,507+52.2% |
| Admin fee / account holder | $10,054 | $9,860+2.0% | $8,919+12.7% | $12,624-20.4% |