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 | $230,404 | $177,572+29.8% | $154,803+48.8% | $142,382+61.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 20.97% | 65.07%-44.1pp | 58.88%-37.9pp | 217.08%-196.1pp |
| Employer contribution / active EE | $9,807 | $4,810+103.9% | $4,305+127.8% | $4,299+128.1% |
| Participant deferral / active EE | $12,010 | $6,272+91.5% | $5,540+116.8% | $6,507+84.6% |
| Admin fee / account holder | $1,699 | $16,786-89.9% | $14,329-88.1% | $12,624-86.5% |