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 | $248,759 | $209,411+18.8% | $178,490+39.4% | $158,922+56.5% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.70% | 188.75%-173.1pp | 151.07%-135.4pp | 302.83%-287.1pp |
| Employer contribution / active EE | $13,149 | $5,706+130.4% | $5,011+162.4% | $4,761+176.2% |
| Participant deferral / active EE | $8,455 | $5,954+42.0% | $5,202+62.5% | $5,982+41.3% |
| Admin fee / account holder | $14,551 | $17,074-14.8% | $13,984+4.1% | $11,246+29.4% |