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 | $245,599 | $217,402+13.0% | $185,823+32.2% | $167,490+46.6% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.73% | 148.36%-136.6pp | 122.05%-110.3pp | 478.56%-466.8pp |
| Employer contribution / active EE | $12,621 | $5,873+114.9% | $5,167+144.3% | $4,837+160.9% |
| Participant deferral / active EE | $8,400 | $6,356+32.1% | $5,568+50.9% | $6,341+32.5% |
| Admin fee / account holder | $1,181 | $19,811-94.0% | $16,237-92.7% | $12,309-90.4% |