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 | $220,810 | $166,020+33.0% | $164,866+33.9% | $145,959+51.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 11.48% | 100.08%-88.6pp | 69.97%-58.5pp | 561.95%-550.5pp |
| Employer contribution / active EE | $1,955 | $5,275-62.9% | $4,343-55.0% | $4,661-58.1% |
| Participant deferral / active EE | $13,266 | $6,961+90.6% | $6,033+119.9% | $6,689+98.3% |
| Admin fee / account holder | $8,794 | $16,644-47.2% | $12,689-30.7% | $13,398-34.4% |