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 | $218,791 | $177,572+23.2% | $154,803+41.3% | $142,382+53.7% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 14.33% | 65.07%-50.7pp | 58.88%-44.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $8,910 | $4,810+85.2% | $4,305+106.9% | $4,299+107.2% |
| Participant deferral / active EE | $7,581 | $6,272+20.9% | $5,540+36.8% | $6,507+16.5% |
| Admin fee / account holder | $9,189 | $16,786-45.3% | $14,329-35.9% | $12,624-27.2% |