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 | $179,217 | $144,119+24.4% | $117,854+52.1% | $147,584+21.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.09% | 531.15%-516.1pp | 335.08%-320.0pp | 578.55%-563.5pp |
| Employer contribution / active EE | $10,379 | $4,896+112.0% | $3,786+174.1% | $4,876+112.9% |
| Participant deferral / active EE | $8,771 | $5,316+65.0% | $4,482+95.7% | $5,439+61.3% |
| Admin fee / account holder | $6,993 | $10,886-35.8% | $8,020-12.8% | $10,885-35.8% |