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 | $229,050 | $165,984+38.0% | $164,813+39.0% | $145,922+57.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 14.19% | 100.03%-85.8pp | 69.93%-55.7pp | 561.29%-547.1pp |
| Employer contribution / active EE | $6,581 | $5,273+24.8% | $4,341+51.6% | $4,660+41.2% |
| Participant deferral / active EE | $6,805 | $6,959-2.2% | $6,031+12.8% | $6,688+1.8% |
| Admin fee / account holder | $6,585 | $16,648-60.4% | $12,690-48.1% | $13,397-50.8% |