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 | $214,087 | $138,065+55.1% | $123,544+73.3% | $135,375+58.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 56.84% | 153.68%-96.8pp | 119.20%-62.4pp | 519.73%-462.9pp |
| Employer contribution / active EE | $10,010 | $5,151+94.3% | $4,628+116.3% | $4,779+109.5% |
| Participant deferral / active EE | $9,265 | $6,799+36.3% | $6,426+44.2% | $5,609+65.2% |
| Admin fee / account holder | $4,275 | $10,916-60.8% | $9,284-53.9% | $10,827-60.5% |