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 | $185,420 | $99,877+85.6% | $84,966+118.2% | $145,922+27.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 9.80% | 83.76%-74.0pp | 66.38%-56.6pp | 561.29%-551.5pp |
| Employer contribution / active EE | $8,539 | $3,231+164.3% | $2,727+213.1% | $4,660+83.3% |
| Participant deferral / active EE | $11,406 | $5,291+115.6% | $4,519+152.4% | $6,688+70.6% |
| Admin fee / account holder | $20,344 | $7,248+180.7% | $6,149+230.9% | $13,397+51.9% |