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 | $206,252 | $115,770+78.2% | $101,248+103.7% | $158,922+29.8% |
| Participation rate | 93.3% | 79.4%+14.0pp | 75.8%+17.5pp | 82.0%+11.4pp |
| Annual return | 14.77% | 56.14%-41.4pp | 46.47%-31.7pp | 302.83%-288.1pp |
| Employer contribution / active EE | $10,449 | $4,175+150.3% | $3,660+185.5% | $4,761+119.5% |
| Participant deferral / active EE | $11,283 | $4,957+127.6% | $4,370+158.2% | $5,982+88.6% |
| Admin fee / account holder | $3,427 | $7,245-52.7% | $5,945-42.4% | $11,246-69.5% |