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 3-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 | $209,289 | $166,020+26.1% | $164,866+26.9% | $145,959+43.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.87% | 100.08%-85.2pp | 69.97%-55.1pp | 561.95%-547.1pp |
| Employer contribution / active EE | $5,551 | $5,275+5.2% | $4,343+27.8% | $4,661+19.1% |
| Participant deferral / active EE | $7,990 | $6,961+14.8% | $6,033+32.4% | $6,689+19.5% |
| Admin fee / account holder | $3,237 | $16,644-80.6% | $12,689-74.5% | $13,398-75.8% |