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 | $158,829 | $74,888+112.1% | $71,209+123.0% | $142,382+11.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.55% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.5pp |
| Employer contribution / active EE | $11,224 | $2,854+293.2% | $2,721+312.5% | $4,299+161.1% |
| Participant deferral / active EE | $10,245 | $4,454+130.0% | $4,175+145.4% | $6,507+57.4% |
| Admin fee / account holder | $9,223 | $5,568+65.6% | $5,349+72.4% | $12,624-26.9% |