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 | $199,457 | $154,117+29.4% | $129,995+53.4% | $139,434+43.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 13.47% | 32.48%-19.0pp | -137.18%+150.6pp | 372.94%-359.5pp |
| Employer contribution / active EE | $12,866 | $5,289+143.3% | $4,320+197.9% | $4,751+170.8% |
| Participant deferral / active EE | $9,197 | $6,710+37.1% | $5,820+58.0% | $6,710+37.1% |
| Admin fee / account holder | $17,384 | $14,007+24.1% | $10,614+63.8% | $11,403+52.5% |