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 | $194,911 | $183,519+6.2% | $155,509+25.3% | $145,922+33.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.83% | 61.17%-42.3pp | 64.67%-45.8pp | 561.29%-542.5pp |
| Employer contribution / active EE | $12,069 | $5,313+127.2% | $4,672+158.3% | $4,660+159.0% |
| Participant deferral / active EE | $8,589 | $6,462+32.9% | $5,626+52.7% | $6,688+28.4% |
| Admin fee / account holder | $1,577 | $19,313-91.8% | $15,912-90.1% | $13,397-88.2% |