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 | $208,868 | $105,181+98.6% | $159,436+31.0% | $85,850+143.3% |
| Participation rate | 90.0% | 75.8%+14.2pp | 82.8%+7.2pp | 69.3%+20.7pp |
| Annual return | 16.50% | 45.07%-28.6pp | 263.57%-247.1pp | 318.53%-302.0pp |
| Employer contribution / active EE | $9,074 | $3,318+173.5% | $4,829+87.9% | $2,565+253.8% |
| Participant deferral / active EE | $7,150 | $5,945+20.3% | $7,352-2.7% | $3,952+80.9% |
| Admin fee / account holder | $20,371 | $6,933+193.8% | $10,799+88.6% | $6,260+225.4% |