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 | $216,487 | $183,519+18.0% | $155,509+39.2% | $145,922+48.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.71% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.6pp |
| Employer contribution / active EE | $17,232 | $5,313+224.3% | $4,672+268.8% | $4,660+269.8% |
| Participant deferral / active EE | $8,904 | $6,462+37.8% | $5,626+58.3% | $6,688+33.1% |
| Admin fee / account holder | $4,876 | $19,313-74.8% | $15,912-69.4% | $13,397-63.6% |