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 | $240,598 | $183,519+31.1% | $155,509+54.7% | $145,922+64.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.47% | 61.17%-51.7pp | 64.67%-55.2pp | 561.29%-551.8pp |
| Employer contribution / active EE | $3,159 | $5,313-40.5% | $4,672-32.4% | $4,660-32.2% |
| Participant deferral / active EE | $8,098 | $6,462+25.3% | $5,626+43.9% | $6,688+21.1% |
| Admin fee / account holder | $10,526 | $19,313-45.5% | $15,912-33.8% | $13,397-21.4% |