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 | $223,359 | $226,064-1.2% | $182,532+22.4% | $152,861+46.1% |
| Participation rate | 83.3% | 82.5%+0.9pp | 78.0%+5.4pp | 82.4%+0.9pp |
| Annual return | 17.48% | 192.51%-175.0pp | 148.54%-131.1pp | 345.32%-327.8pp |
| Employer contribution / active EE | $2,850 | $4,978-42.7% | $4,076-30.1% | $4,762-40.1% |
| Participant deferral / active EE | $15,506 | $6,368+143.5% | $5,524+180.7% | $5,850+165.0% |
| Admin fee / account holder | $32,386 | $10,703+202.6% | $8,592+276.9% | $11,596+179.3% |