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 | $209,766 | $175,202+19.7% | $149,673+40.1% | $139,434+50.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-358.0pp |
| Employer contribution / active EE | $7,757 | $5,474+41.7% | $4,818+61.0% | $4,751+63.3% |
| Participant deferral / active EE | $5,830 | $6,519-10.6% | $5,680+2.6% | $6,710-13.1% |
| Admin fee / account holder | $14,960 | $16,150-7.4% | $13,210+13.2% | $11,403+31.2% |