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 | $210,009 | $99,020+112.1% | $86,590+142.5% | $147,584+42.3% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 24.97% | 1312.34%-1287.4pp | 964.84%-939.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $3,145 | $3,132+0.4% | $2,839+10.8% | $4,876-35.5% |
| Participant deferral / active EE | $12,829 | $3,972+223.0% | $3,609+255.5% | $5,439+135.9% |
| Admin fee / account holder | $1,989 | $5,710-65.2% | $4,906-59.4% | $10,885-81.7% |