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 | $218,363 | $210,648+3.7% | $177,989+22.7% | $145,922+49.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.93% | 385.86%-373.9pp | 294.48%-282.6pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,646 | $4,565-20.1% | $3,949-7.7% | $4,660-21.8% |
| Participant deferral / active EE | $15,051 | $6,958+116.3% | $6,276+139.8% | $6,688+125.1% |
| Admin fee / account holder | $6,210 | $12,013-48.3% | $10,363-40.1% | $13,397-53.6% |