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 | $199,706 | $217,402-8.1% | $185,823+7.5% | $167,490+19.2% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.07% | 148.36%-134.3pp | 122.05%-108.0pp | 478.56%-464.5pp |
| Employer contribution / active EE | $22,872 | $5,873+289.4% | $5,167+342.6% | $4,837+372.8% |
| Participant deferral / active EE | $17,742 | $6,356+179.1% | $5,568+218.7% | $6,341+179.8% |
| Admin fee / account holder | $2,359 | $19,811-88.1% | $16,237-85.5% | $12,309-80.8% |