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 | $234,929 | $209,411+12.2% | $178,490+31.6% | $158,922+47.8% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 11.16% | 188.75%-177.6pp | 151.07%-139.9pp | 302.83%-291.7pp |
| Employer contribution / active EE | $2,614 | $5,706-54.2% | $5,011-47.8% | $4,761-45.1% |
| Participant deferral / active EE | $6,121 | $5,954+2.8% | $5,202+17.7% | $5,982+2.3% |
| Admin fee / account holder | $49,092 | $17,074+187.5% | $13,984+251.1% | $11,246+336.5% |