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 | $241,256 | $105,126+129.5% | $94,646+154.9% | $139,434+73.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.13% | 38.03%-20.9pp | 156.71%-139.6pp | 372.94%-355.8pp |
| Employer contribution / active EE | $14,768 | $4,106+259.7% | $3,672+302.2% | $4,751+210.9% |
| Participant deferral / active EE | $5,858 | $7,599-22.9% | $7,418-21.0% | $6,710-12.7% |
| Admin fee / account holder | $2,739 | $8,984-69.5% | $7,231-62.1% | $11,403-76.0% |