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 | $225,825 | $165,984+36.1% | $164,813+37.0% | $145,922+54.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.55% | 100.03%-85.5pp | 69.93%-55.4pp | 561.29%-546.7pp |
| Employer contribution / active EE | $4,127 | $5,273-21.7% | $4,341-4.9% | $4,660-11.4% |
| Participant deferral / active EE | $17,504 | $6,959+151.5% | $6,031+190.2% | $6,688+161.7% |
| Admin fee / account holder | $10,119 | $16,648-39.2% | $12,690-20.3% | $13,397-24.5% |