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 | $210,473 | $165,984+26.8% | $164,813+27.7% | $145,922+44.2% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 9.49% | 100.03%-90.5pp | 69.93%-60.4pp | 561.29%-551.8pp |
| Employer contribution / active EE | $5,850 | $5,273+11.0% | $4,341+34.8% | $4,660+25.6% |
| Participant deferral / active EE | $11,165 | $6,959+60.4% | $6,031+85.1% | $6,688+67.0% |
| Admin fee / account holder | $75,184 | $16,648+351.6% | $12,690+492.5% | $13,397+461.2% |