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 | $178,388 | $159,602+11.8% | $150,045+18.9% | $142,382+25.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.82% | 70.24%-53.4pp | 62.55%-45.7pp | 217.08%-200.3pp |
| Employer contribution / active EE | $9,154 | $4,961+84.5% | $4,693+95.1% | $4,299+112.9% |
| Participant deferral / active EE | $28,571 | $8,310+243.8% | $7,997+257.3% | $6,507+339.1% |
| Admin fee / account holder | $669 | $14,846-95.5% | $13,435-95.0% | $12,624-94.7% |