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 | $248,647 | $226,064+10.0% | $182,532+36.2% | $152,861+62.7% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 19.47% | 192.51%-173.0pp | 148.54%-129.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $6,134 | $4,978+23.2% | $4,076+50.5% | $4,762+28.8% |
| Participant deferral / active EE | $12,396 | $6,368+94.7% | $5,524+124.4% | $5,850+111.9% |
| Admin fee / account holder | $4,176 | $10,703-61.0% | $8,592-51.4% | $11,596-64.0% |