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 | $189,930 | $183,519+3.5% | $155,509+22.1% | $145,922+30.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.53% | 61.17%-45.6pp | 64.67%-49.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $15,901 | $5,313+199.3% | $4,672+240.3% | $4,660+241.3% |
| Participant deferral / active EE | $17,833 | $6,462+176.0% | $5,626+217.0% | $6,688+166.7% |
| Admin fee / account holder | $711 | $19,313-96.3% | $15,912-95.5% | $13,397-94.7% |