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 | $212,636 | $197,591+7.6% | $177,821+19.6% | $158,922+33.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 20.24% | 58.76%-38.5pp | 48.32%-28.1pp | 302.83%-282.6pp |
| Employer contribution / active EE | $12,938 | $6,697+93.2% | $5,918+118.6% | $4,761+171.7% |
| Participant deferral / active EE | $15,434 | $8,405+83.6% | $7,714+100.1% | $5,982+158.0% |
| Admin fee / account holder | $1,783 | $15,399-88.4% | $12,427-85.7% | $11,246-84.1% |