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 | $238,472 | $209,411+13.9% | $178,490+33.6% | $158,922+50.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.88% | 188.75%-172.9pp | 151.07%-135.2pp | 302.83%-286.9pp |
| Employer contribution / active EE | $11,686 | $5,706+104.8% | $5,011+133.2% | $4,761+145.5% |
| Participant deferral / active EE | $9,500 | $5,954+59.6% | $5,202+82.6% | $5,982+58.8% |
| Admin fee / account holder | $1,848 | $17,074-89.2% | $13,984-86.8% | $11,246-83.6% |