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 | $236,596 | $197,591+19.7% | $177,821+33.1% | $158,922+48.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.18% | 58.76%-39.6pp | 48.32%-29.1pp | 302.83%-283.6pp |
| Employer contribution / active EE | $18,565 | $6,697+177.2% | $5,918+213.7% | $4,761+289.9% |
| Participant deferral / active EE | $14,910 | $8,405+77.4% | $7,714+93.3% | $5,982+149.2% |
| Admin fee / account holder | $1,047 | $15,399-93.2% | $12,427-91.6% | $11,246-90.7% |