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 | $225,356 | $183,963+22.5% | $162,163+39.0% | $152,861+47.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 24.91% | 150.76%-125.9pp | 115.59%-90.7pp | 345.32%-320.4pp |
| Employer contribution / active EE | $16,894 | $6,371+165.2% | $5,614+200.9% | $4,762+254.7% |
| Participant deferral / active EE | $19,092 | $8,034+137.6% | $7,298+161.6% | $5,850+226.3% |
| Admin fee / account holder | $6,657 | $13,121-49.3% | $10,843-38.6% | $11,596-42.6% |