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 | $204,937 | $148,534+38.0% | $135,903+50.8% | $139,434+47.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 12.48% | 79.19%-66.7pp | 68.23%-55.8pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,110 | $5,243-40.7% | $4,856-36.0% | $4,751-34.5% |
| Participant deferral / active EE | $7,916 | $8,100-2.3% | $7,758+2.0% | $6,710+18.0% |
| Admin fee / account holder | $18,939 | $12,400+52.7% | $10,762+76.0% | $11,403+66.1% |