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 | $243,394 | $165,984+46.6% | $164,813+47.7% | $145,922+66.8% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 15.90% | 100.03%-84.1pp | 69.93%-54.0pp | 561.29%-545.4pp |
| Employer contribution / active EE | $7,143 | $5,273+35.5% | $4,341+64.6% | $4,660+53.3% |
| Participant deferral / active EE | $16,959 | $6,959+143.7% | $6,031+181.2% | $6,688+153.6% |
| Admin fee / account holder | $1,697 | $16,648-89.8% | $12,690-86.6% | $13,397-87.3% |