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 | $194,621 | $148,534+31.0% | $135,903+43.2% | $139,434+39.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 35.75% | 79.19%-43.4pp | 68.23%-32.5pp | 372.94%-337.2pp |
| Employer contribution / active EE | $18,448 | $5,243+251.9% | $4,856+279.9% | $4,751+288.3% |
| Participant deferral / active EE | $10,344 | $8,100+27.7% | $7,758+33.3% | $6,710+54.1% |
| Admin fee / account holder | $422 | $12,400-96.6% | $10,762-96.1% | $11,403-96.3% |