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 | $218,934 | $103,376+111.8% | $87,100+151.4% | $152,861+43.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 20.95% | 28.10%-7.1pp | 28.19%-7.2pp | 345.32%-324.4pp |
| Employer contribution / active EE | $11,275 | $3,220+250.1% | $2,521+347.2% | $4,762+136.8% |
| Participant deferral / active EE | $3,905 | $4,778-18.3% | $4,049-3.5% | $5,850-33.2% |
| Admin fee / account holder | $25,458 | $12,205+108.6% | $7,497+239.6% | $11,596+119.5% |