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 | $223,058 | $114,381+95.0% | $107,525+107.4% | $142,382+56.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 12.56% | 242.71%-230.1pp | 181.32%-168.8pp | 217.08%-204.5pp |
| Employer contribution / active EE | $9,000 | $4,015+124.2% | $3,754+139.8% | $4,299+109.3% |
| Participant deferral / active EE | $10,070 | $5,564+81.0% | $5,116+96.8% | $6,507+54.7% |
| Admin fee / account holder | $1,837 | $9,860-81.4% | $8,919-79.4% | $12,624-85.4% |