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 | $195,502 | $166,020+17.8% | $164,866+18.6% | $145,959+33.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.60% | 100.08%-80.5pp | 69.97%-50.4pp | 561.95%-542.4pp |
| Employer contribution / active EE | $4,847 | $5,275-8.1% | $4,343+11.6% | $4,661+4.0% |
| Participant deferral / active EE | $18,138 | $6,961+160.6% | $6,033+200.6% | $6,689+171.2% |
| Admin fee / account holder | $4,158 | $16,644-75.0% | $12,689-67.2% | $13,398-69.0% |