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 | $228,323 | $159,901+42.8% | $146,958+55.4% | $145,922+56.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 98.13%-83.0pp | 418.34%-403.3pp | 561.29%-546.2pp |
| Employer contribution / active EE | $3,855 | $5,286-27.1% | $4,933-21.9% | $4,660-17.3% |
| Participant deferral / active EE | $9,472 | $8,428+12.4% | $8,070+17.4% | $6,688+41.6% |
| Admin fee / account holder | $6,564 | $15,044-56.4% | $12,998-49.5% | $13,397-51.0% |