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 | $218,605 | $159,934+36.7% | $147,005+48.7% | $145,959+49.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.51% | 98.24%-87.7pp | 418.76%-408.3pp | 561.95%-551.4pp |
| Employer contribution / active EE | $3,351 | $5,287-36.6% | $4,934-32.1% | $4,661-28.1% |
| Participant deferral / active EE | $8,985 | $8,427+6.6% | $8,070+11.3% | $6,689+34.3% |
| Admin fee / account holder | $9,141 | $15,053-39.3% | $13,006-29.7% | $13,398-31.8% |