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 | $212,586 | $107,334+98.1% | $92,893+128.9% | $152,861+39.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.96% | 145.58%-129.6pp | 109.41%-93.5pp | 345.32%-329.4pp |
| Employer contribution / active EE | $13,492 | $4,221+219.6% | $3,653+269.4% | $4,762+183.3% |
| Participant deferral / active EE | $10,048 | $4,845+107.4% | $4,236+137.2% | $5,850+71.8% |
| Admin fee / account holder | $1,386 | $7,079-80.4% | $5,794-76.1% | $11,596-88.1% |