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 | $232,697 | $183,519+26.8% | $155,509+49.6% | $145,922+59.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.93% | 61.17%-47.2pp | 64.67%-50.7pp | 561.29%-547.4pp |
| Employer contribution / active EE | $16,598 | $5,313+212.4% | $4,672+255.2% | $4,660+256.2% |
| Participant deferral / active EE | $11,117 | $6,462+72.0% | $5,626+97.6% | $6,688+66.2% |
| Admin fee / account holder | $490 | $19,313-97.5% | $15,912-96.9% | $13,397-96.3% |