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 | $199,795 | $148,534+34.5% | $135,903+47.0% | $139,434+43.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 28.55% | 79.19%-50.6pp | 68.23%-39.7pp | 372.94%-344.4pp |
| Employer contribution / active EE | $4,999 | $5,243-4.7% | $4,856+2.9% | $4,751+5.2% |
| Participant deferral / active EE | $11,527 | $8,100+42.3% | $7,758+48.6% | $6,710+71.8% |
| Admin fee / account holder | $33,658 | $12,400+171.4% | $10,762+212.7% | $11,403+195.2% |