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 | $232,833 | $159,901+45.6% | $146,958+58.4% | $145,922+59.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.33% | 98.13%-80.8pp | 418.34%-401.0pp | 561.29%-544.0pp |
| Employer contribution / active EE | $11,231 | $5,286+112.5% | $4,933+127.7% | $4,660+141.0% |
| Participant deferral / active EE | $8,553 | $8,428+1.5% | $8,070+6.0% | $6,688+27.9% |
| Admin fee / account holder | $969 | $15,044-93.6% | $12,998-92.5% | $13,397-92.8% |