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 | $247,407 | $226,064+9.4% | $182,532+35.5% | $152,861+61.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.87% | 192.51%-176.6pp | 148.54%-132.7pp | 345.32%-329.5pp |
| Employer contribution / active EE | $17,606 | $4,978+253.6% | $4,076+331.9% | $4,762+269.7% |
| Participant deferral / active EE | $8,725 | $6,368+37.0% | $5,524+57.9% | $5,850+49.1% |
| Admin fee / account holder | $1,670 | $10,703-84.4% | $8,592-80.6% | $11,596-85.6% |