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 | $194,870 | $175,202+11.2% | $149,673+30.2% | $139,434+39.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.18% | 166.71%-149.5pp | 134.42%-117.2pp | 372.94%-355.8pp |
| Employer contribution / active EE | $12,677 | $5,474+131.6% | $4,818+163.1% | $4,751+166.8% |
| Participant deferral / active EE | $8,444 | $6,519+29.5% | $5,680+48.7% | $6,710+25.8% |
| Admin fee / account holder | $1,655 | $16,150-89.8% | $13,210-87.5% | $11,403-85.5% |