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 | $220,084 | $148,534+48.2% | $135,903+61.9% | $139,434+57.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 30.39% | 79.19%-48.8pp | 68.23%-37.8pp | 372.94%-342.6pp |
| Employer contribution / active EE | $16,143 | $5,243+207.9% | $4,856+232.4% | $4,751+239.8% |
| Participant deferral / active EE | $15,705 | $8,100+93.9% | $7,758+102.4% | $6,710+134.0% |
| Admin fee / account holder | $485 | $12,400-96.1% | $10,762-95.5% | $11,403-95.8% |