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 | $206,713 | $137,414+50.4% | $189,513+9.1% | $85,850+140.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 13.99% | 38.14%-24.2pp | 555.15%-541.2pp | 318.53%-304.5pp |
| Employer contribution / active EE | $10,201 | $4,344+134.8% | $6,162+65.6% | $2,565+297.7% |
| Participant deferral / active EE | $18,505 | $6,260+195.6% | $8,221+125.1% | $3,952+368.3% |
| Admin fee / account holder | $18,819 | $8,630+118.1% | $12,045+56.2% | $6,260+200.6% |