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 | $221,432 | $183,963+20.4% | $162,163+36.5% | $152,861+44.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 25.18% | 150.76%-125.6pp | 115.59%-90.4pp | 345.32%-320.1pp |
| Employer contribution / active EE | $25,672 | $6,371+303.0% | $5,614+357.3% | $4,762+439.1% |
| Participant deferral / active EE | $21,194 | $8,034+163.8% | $7,298+190.4% | $5,850+262.3% |
| Admin fee / account holder | $1,671 | $13,121-87.3% | $10,843-84.6% | $11,596-85.6% |