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 | $239,161 | $102,966+132.3% | $90,281+164.9% | $152,861+56.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.27% | 95.16%-74.9pp | 78.10%-57.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $10,698 | $3,139+240.8% | $2,854+274.8% | $4,762+124.6% |
| Participant deferral / active EE | $9,824 | $4,281+129.4% | $3,885+152.8% | $5,850+67.9% |
| Admin fee / account holder | $963 | $6,171-84.4% | $5,351-82.0% | $11,596-91.7% |