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 | $200,426 | $107,334+86.7% | $92,893+115.8% | $152,861+31.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.07% | 145.58%-131.5pp | 109.41%-95.3pp | 345.32%-331.2pp |
| Employer contribution / active EE | $12,860 | $4,221+204.7% | $3,653+252.1% | $4,762+170.0% |
| Participant deferral / active EE | $10,789 | $4,845+122.7% | $4,236+154.7% | $5,850+84.4% |
| Admin fee / account holder | $40,095 | $7,079+466.4% | $5,794+592.0% | $11,596+245.8% |