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 | $192,410 | $175,202+9.8% | $149,673+28.6% | $139,434+38.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.90% | 166.71%-144.8pp | 134.42%-112.5pp | 372.94%-351.0pp |
| Employer contribution / active EE | $3,240 | $5,474-40.8% | $4,818-32.7% | $4,751-31.8% |
| Participant deferral / active EE | $5,380 | $6,519-17.5% | $5,680-5.3% | $6,710-19.8% |
| Admin fee / account holder | $815 | $16,150-95.0% | $13,210-93.8% | $11,403-92.9% |