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 | $206,112 | $172,111+19.8% | $150,298+37.1% | $137,256+50.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.24% | 69.37%-55.1pp | 62.79%-48.6pp | 220.34%-206.1pp |
| Employer contribution / active EE | $5,000 | $4,636+7.8% | $4,154+20.4% | $4,156+20.3% |
| Participant deferral / active EE | $11,714 | $6,166+90.0% | $5,453+114.8% | $6,407+82.8% |
| Admin fee / account holder | $6,643 | $16,471-59.7% | $14,116-52.9% | $12,270-45.9% |