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 3-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 | $173,551 | $100,773+72.2% | $88,946+95.1% | $142,382+21.9% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 33.45% | 70.18%-36.7pp | 57.82%-24.4pp | 217.08%-183.6pp |
| Employer contribution / active EE | $16,199 | $2,918+455.2% | $2,555+534.0% | $4,299+276.8% |
| Participant deferral / active EE | $21,394 | $5,230+309.0% | $4,581+367.0% | $6,507+228.8% |
| Admin fee / account holder | $437 | $9,693-95.5% | $8,261-94.7% | $12,624-96.5% |