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 | $168,004 | $102,966+63.2% | $90,281+86.1% | $152,861+9.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 18.89% | 95.16%-76.3pp | 78.10%-59.2pp | 345.32%-326.4pp |
| Employer contribution / active EE | $14,324 | $3,139+356.4% | $2,854+401.8% | $4,762+200.8% |
| Participant deferral / active EE | $8,680 | $4,281+102.7% | $3,885+123.4% | $5,850+48.4% |
| Admin fee / account holder | $1,906 | $6,171-69.1% | $5,351-64.4% | $11,596-83.6% |