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 | $218,925 | $165,984+31.9% | $164,813+32.8% | $145,922+50.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.11% | 100.03%-80.9pp | 69.93%-50.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $6,133 | $5,273+16.3% | $4,341+41.3% | $4,660+31.6% |
| Participant deferral / active EE | $8,816 | $6,959+26.7% | $6,031+46.2% | $6,688+31.8% |
| Admin fee / account holder | $1,327 | $16,648-92.0% | $12,690-89.5% | $13,397-90.1% |