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 | $199,602 | $154,117+29.5% | $129,995+53.5% | $139,434+43.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 25.66% | 32.48%-6.8pp | -137.18%+162.8pp | 372.94%-347.3pp |
| Employer contribution / active EE | $16,660 | $5,289+215.0% | $4,320+285.7% | $4,751+250.7% |
| Participant deferral / active EE | $9,967 | $6,710+48.5% | $5,820+71.3% | $6,710+48.5% |
| Admin fee / account holder | $436 | $14,007-96.9% | $10,614-95.9% | $11,403-96.2% |