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 | $204,293 | $172,478+18.4% | $145,661+40.3% | $142,382+43.5% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 19.56% | 151.09%-131.5pp | 101.46%-81.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $10,827 | $4,899+121.0% | $4,238+155.5% | $4,299+151.8% |
| Participant deferral / active EE | $25,797 | $8,348+209.0% | $7,198+258.4% | $6,507+296.4% |
| Admin fee / account holder | $5,610 | $16,864-66.7% | $12,466-55.0% | $12,624-55.6% |