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 | $194,855 | $159,901+21.9% | $146,958+32.6% | $145,922+33.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.29% | 98.13%-86.8pp | 418.34%-407.0pp | 561.29%-550.0pp |
| Employer contribution / active EE | $2,252 | $5,286-57.4% | $4,933-54.3% | $4,660-51.7% |
| Participant deferral / active EE | $7,469 | $8,428-11.4% | $8,070-7.4% | $6,688+11.7% |
| Admin fee / account holder | $8,596 | $15,044-42.9% | $12,998-33.9% | $13,397-35.8% |