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 | $227,883 | $168,632+35.1% | $147,614+54.4% | $125,391+81.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 13.02% | 77.65%-64.6pp | 61.98%-49.0pp | 282.22%-269.2pp |
| Employer contribution / active EE | $6,876 | $6,252+10.0% | $5,564+23.6% | $4,866+41.3% |
| Participant deferral / active EE | $8,041 | $5,507+46.0% | $4,895+64.3% | $5,352+50.3% |
| Admin fee / account holder | $2,044 | $13,580-84.9% | $11,611-82.4% | $9,540-78.6% |