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 | $221,417 | $107,934+105.1% | $91,989+140.7% | $152,861+44.8% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 31.47% | 89.24%-57.8pp | 69.02%-37.5pp | 345.32%-313.8pp |
| Employer contribution / active EE | $13,020 | $4,210+209.3% | $3,452+277.2% | $4,762+173.4% |
| Participant deferral / active EE | $18,979 | $6,364+198.2% | $5,923+220.4% | $5,850+224.4% |
| Admin fee / account holder | $437 | $10,520-95.8% | $7,743-94.4% | $11,596-96.2% |