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 | $240,951 | $198,466+21.4% | $170,442+41.4% | $147,584+63.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.80% | 257.29%-234.5pp | 205.93%-183.1pp | 578.55%-555.7pp |
| Employer contribution / active EE | $2,682 | $6,184-56.6% | $5,433-50.6% | $4,876-45.0% |
| Participant deferral / active EE | $14,900 | $5,629+164.7% | $4,939+201.7% | $5,439+174.0% |
| Admin fee / account holder | $1,560 | $16,852-90.7% | $13,880-88.8% | $10,885-85.7% |