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 | $223,575 | $226,064-1.1% | $182,532+22.5% | $152,861+46.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 20.76% | 192.51%-171.7pp | 148.54%-127.8pp | 345.32%-324.6pp |
| Employer contribution / active EE | $2,995 | $4,978-39.8% | $4,076-26.5% | $4,762-37.1% |
| Participant deferral / active EE | $10,458 | $6,368+64.2% | $5,524+89.3% | $5,850+78.8% |
| Admin fee / account holder | $4,733 | $10,703-55.8% | $8,592-44.9% | $11,596-59.2% |