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 | $185,883 | $166,020+12.0% | $164,866+12.7% | $145,959+27.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 8.95% | 100.08%-91.1pp | 69.97%-61.0pp | 561.95%-553.0pp |
| Employer contribution / active EE | $5,525 | $5,275+4.7% | $4,343+27.2% | $4,661+18.5% |
| Participant deferral / active EE | $30,500 | $6,961+338.2% | $6,033+405.6% | $6,689+356.0% |
| Admin fee / account holder | $50,000 | $16,644+200.4% | $12,689+294.0% | $13,398+273.2% |