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 | $201,350 | $150,187+34.1% | $120,354+67.3% | $145,922+38.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 14.94% | 154.07%-139.1pp | 107.15%-92.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,232 | $4,348-2.7% | $3,463+22.2% | $4,660-9.2% |
| Participant deferral / active EE | $6,727 | $6,173+9.0% | $4,991+34.8% | $6,688+0.6% |
| Admin fee / account holder | $32,701 | $12,207+167.9% | $9,423+247.0% | $13,397+144.1% |