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 5-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 | $205,389 | $165,984+23.7% | $164,813+24.6% | $145,922+40.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 23.05% | 100.03%-77.0pp | 69.93%-46.9pp | 561.29%-538.2pp |
| Employer contribution / active EE | $4,736 | $5,273-10.2% | $4,341+9.1% | $4,660+1.6% |
| Participant deferral / active EE | $14,116 | $6,959+102.8% | $6,031+134.0% | $6,688+111.1% |
| Admin fee / account holder | $557 | $16,648-96.7% | $12,690-95.6% | $13,397-95.8% |