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 | $209,357 | $95,561+119.1% | $77,163+171.3% | $139,434+50.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.94% | 54.92%-42.0pp | 37.87%-24.9pp | 372.94%-360.0pp |
| Employer contribution / active EE | $15,959 | $3,147+407.1% | $2,535+529.6% | $4,751+235.9% |
| Participant deferral / active EE | $1,939 | $4,624-58.1% | $3,833-49.4% | $6,710-71.1% |
| Admin fee / account holder | $1,203 | $8,295-85.5% | $5,472-78.0% | $11,403-89.5% |