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 | $189,185 | $148,534+27.4% | $135,903+39.2% | $139,434+35.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.93% | 79.19%-61.3pp | 68.23%-50.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $7,021 | $5,243+33.9% | $4,856+44.6% | $4,751+47.8% |
| Participant deferral / active EE | $15,301 | $8,100+88.9% | $7,758+97.2% | $6,710+128.0% |
| Admin fee / account holder | $2,189 | $12,400-82.3% | $10,762-79.7% | $11,403-80.8% |