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 | $201,807 | $159,901+26.2% | $146,958+37.3% | $145,922+38.3% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 14.69% | 98.13%-83.4pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $15,646 | $5,286+196.0% | $4,933+217.2% | $4,660+235.8% |
| Participant deferral / active EE | $10,215 | $8,428+21.2% | $8,070+26.6% | $6,688+52.7% |
| Admin fee / account holder | $2,743 | $15,044-81.8% | $12,998-78.9% | $13,397-79.5% |