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 | $194,503 | $91,037+113.7% | $71,671+171.4% | $147,584+31.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 53.29% | 20.48%+32.8pp | 20.65%+32.6pp | 578.55%-525.3pp |
| Employer contribution / active EE | $5,022 | $3,327+50.9% | $2,460+104.2% | $4,876+3.0% |
| Participant deferral / active EE | $15,067 | $4,498+235.0% | $3,438+338.3% | $5,439+177.0% |
| Admin fee / account holder | $65,079 | $8,613+655.6% | $5,558+1070.8% | $10,885+497.9% |