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 | $241,414 | $197,591+22.2% | $177,821+35.8% | $158,922+51.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 13.41% | 58.76%-45.3pp | 48.32%-34.9pp | 302.83%-289.4pp |
| Employer contribution / active EE | $8,500 | $6,697+26.9% | $5,918+43.6% | $4,761+78.5% |
| Participant deferral / active EE | $17,949 | $8,405+113.5% | $7,714+132.7% | $5,982+200.0% |
| Admin fee / account holder | $7,653 | $15,399-50.3% | $12,427-38.4% | $11,246-31.9% |