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 | $226,749 | $175,202+29.4% | $149,673+51.5% | $139,434+62.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.19% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $4,097 | $5,474-25.2% | $4,818-15.0% | $4,751-13.8% |
| Participant deferral / active EE | $11,822 | $6,519+81.3% | $5,680+108.1% | $6,710+76.2% |
| Admin fee / account holder | $4,144 | $16,150-74.3% | $13,210-68.6% | $11,403-63.7% |