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 | $241,687 | $198,466+21.8% | $170,442+41.8% | $147,584+63.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.27% | 257.29%-239.0pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $8,664 | $6,184+40.1% | $5,433+59.5% | $4,876+77.7% |
| Participant deferral / active EE | $7,872 | $5,629+39.8% | $4,939+59.4% | $5,439+44.7% |
| Admin fee / account holder | $14,599 | $16,852-13.4% | $13,880+5.2% | $10,885+34.1% |