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 | $241,641 | $114,381+111.3% | $107,525+124.7% | $142,382+69.7% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 17.68% | 242.71%-225.0pp | 181.32%-163.6pp | 217.08%-199.4pp |
| Employer contribution / active EE | $4,471 | $4,015+11.4% | $3,754+19.1% | $4,299+4.0% |
| Participant deferral / active EE | $12,849 | $5,564+130.9% | $5,116+151.2% | $6,507+97.5% |
| Admin fee / account holder | $1,165 | $9,860-88.2% | $8,919-86.9% | $12,624-90.8% |