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 | $207,777 | $144,119+44.2% | $117,854+76.3% | $147,584+40.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 15.65% | 531.15%-515.5pp | 335.08%-319.4pp | 578.55%-562.9pp |
| Employer contribution / active EE | $2,770 | $4,896-43.4% | $3,786-26.8% | $4,876-43.2% |
| Participant deferral / active EE | $10,687 | $5,316+101.0% | $4,482+138.5% | $5,439+96.5% |
| Admin fee / account holder | $41,741 | $10,886+283.4% | $8,020+420.5% | $10,885+283.5% |