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 | $175,549 | $108,919+61.2% | $100,391+74.9% | $145,922+20.3% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.27% | 57.88%-40.6pp | 49.20%-31.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $13,618 | $4,419+208.1% | $3,942+245.5% | $4,660+192.3% |
| Participant deferral / active EE | $18,013 | $8,445+113.3% | $8,082+122.9% | $6,688+169.3% |
| Admin fee / account holder | $542 | $9,689-94.4% | $7,899-93.1% | $13,397-96.0% |