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 | $228,051 | $198,466+14.9% | $170,442+33.8% | $147,584+54.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.51% | 257.29%-241.8pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $12,307 | $6,184+99.0% | $5,433+126.5% | $4,876+152.4% |
| Participant deferral / active EE | $8,203 | $5,629+45.7% | $4,939+66.1% | $5,439+50.8% |
| Admin fee / account holder | $491 | $16,852-97.1% | $13,880-96.5% | $10,885-95.5% |