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 | $221,815 | $175,202+26.6% | $149,673+48.2% | $139,434+59.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.48% | 166.71%-145.2pp | 134.42%-112.9pp | 372.94%-351.5pp |
| Employer contribution / active EE | $7,476 | $5,474+36.6% | $4,818+55.2% | $4,751+57.4% |
| Participant deferral / active EE | $12,816 | $6,519+96.6% | $5,680+125.6% | $6,710+91.0% |
| Admin fee / account holder | $562 | $16,150-96.5% | $13,210-95.7% | $11,403-95.1% |