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 | $236,086 | $175,202+34.8% | $149,673+57.7% | $139,434+69.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.09% | 166.71%-133.6pp | 134.42%-101.3pp | 372.94%-339.9pp |
| Employer contribution / active EE | $2,746 | $5,474-49.8% | $4,818-43.0% | $4,751-42.2% |
| Participant deferral / active EE | $11,652 | $6,519+78.8% | $5,680+105.1% | $6,710+73.6% |
| Admin fee / account holder | $2,373 | $16,150-85.3% | $13,210-82.0% | $11,403-79.2% |