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 | $240,412 | $99,921+140.6% | $85,009+182.8% | $145,959+64.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 11.27% | 83.89%-72.6pp | 66.47%-55.2pp | 561.95%-550.7pp |
| Employer contribution / active EE | $8,795 | $3,233+172.0% | $2,728+222.3% | $4,661+88.7% |
| Participant deferral / active EE | $6,505 | $5,293+22.9% | $4,522+43.9% | $6,689-2.7% |
| Admin fee / account holder | $19,939 | $7,252+175.0% | $6,153+224.1% | $13,398+48.8% |