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 | $191,332 | $148,534+28.8% | $135,903+40.8% | $139,434+37.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.19% | 79.19%-61.0pp | 68.23%-50.0pp | 372.94%-354.8pp |
| Employer contribution / active EE | $11,922 | $5,243+127.4% | $4,856+145.5% | $4,751+151.0% |
| Participant deferral / active EE | $11,355 | $8,100+40.2% | $7,758+46.4% | $6,710+69.2% |
| Admin fee / account holder | $2,127 | $12,400-82.8% | $10,762-80.2% | $11,403-81.3% |