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 | $141,982 | $183,963-22.8% | $162,163-12.4% | $152,861-7.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 23.16% | 150.76%-127.6pp | 115.59%-92.4pp | 345.32%-322.2pp |
| Employer contribution / active EE | $14,965 | $6,371+134.9% | $5,614+166.6% | $4,762+214.2% |
| Participant deferral / active EE | $15,495 | $8,034+92.9% | $7,298+112.3% | $5,850+164.9% |
| Admin fee / account holder | $1,579 | $13,121-88.0% | $10,843-85.4% | $11,596-86.4% |