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 | $237,281 | $210,648+12.6% | $177,989+33.3% | $145,922+62.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.23% | 385.86%-373.6pp | 294.48%-282.3pp | 561.29%-549.1pp |
| Employer contribution / active EE | $2,169 | $4,565-52.5% | $3,949-45.1% | $4,660-53.5% |
| Participant deferral / active EE | $17,588 | $6,958+152.8% | $6,276+180.2% | $6,688+163.0% |
| Admin fee / account holder | $1,022 | $12,013-91.5% | $10,363-90.1% | $13,397-92.4% |