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 | $209,245 | $132,634+57.8% | $115,768+80.7% | $137,256+52.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 15.36% | 160.70%-145.3pp | 100.46%-85.1pp | 220.34%-205.0pp |
| Employer contribution / active EE | $4,739 | $3,360+41.0% | $2,940+61.2% | $4,156+14.0% |
| Participant deferral / active EE | $11,591 | $5,619+106.3% | $4,917+135.7% | $6,407+80.9% |
| Admin fee / account holder | $717 | $15,028-95.2% | $12,439-94.2% | $12,270-94.2% |