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 | $178,010 | $101,618+75.2% | $93,063+91.3% | $137,256+29.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 14.93% | 223.95%-209.0pp | 34.15%-19.2pp | 220.34%-205.4pp |
| Employer contribution / active EE | $10,201 | $2,707+276.8% | $2,476+312.0% | $4,156+145.4% |
| Participant deferral / active EE | $5,341 | $4,279+24.8% | $3,958+34.9% | $6,407-16.6% |
| Admin fee / account holder | $13,017 | $6,198+110.0% | $6,033+115.8% | $12,270+6.1% |