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 3-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 | $198,453 | $172,478+15.1% | $145,661+36.2% | $142,382+39.4% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.2%+22.8pp | 80.1%+19.9pp |
| Annual return | 42.39% | 151.09%-108.7pp | 101.46%-59.1pp | 217.08%-174.7pp |
| Employer contribution / active EE | $3,753 | $4,899-23.4% | $4,238-11.4% | $4,299-12.7% |
| Participant deferral / active EE | $75,147 | $8,348+800.2% | $7,198+943.9% | $6,507+1054.8% |
| Admin fee / account holder | $54,770 | $16,864+224.8% | $12,466+339.3% | $12,624+333.9% |