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 | $213,424 | $209,411+1.9% | $178,490+19.6% | $158,922+34.3% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.68% | 188.75%-179.1pp | 151.07%-141.4pp | 302.83%-293.1pp |
| Employer contribution / active EE | $9,806 | $5,706+71.8% | $5,011+95.7% | $4,761+106.0% |
| Participant deferral / active EE | $11,138 | $5,954+87.1% | $5,202+114.1% | $5,982+86.2% |
| Admin fee / account holder | $1,133 | $17,074-93.4% | $13,984-91.9% | $11,246-89.9% |