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 | $234,138 | $165,984+41.1% | $164,813+42.1% | $145,922+60.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.57% | 100.03%-82.5pp | 69.93%-52.4pp | 561.29%-543.7pp |
| Employer contribution / active EE | $1,134 | $5,273-78.5% | $4,341-73.9% | $4,660-75.7% |
| Participant deferral / active EE | $12,357 | $6,959+77.6% | $6,031+104.9% | $6,688+84.8% |
| Admin fee / account holder | $23,484 | $16,648+41.1% | $12,690+85.1% | $13,397+75.3% |