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 | $209,029 | $144,119+45.0% | $117,854+77.4% | $147,584+41.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.82% | 531.15%-516.3pp | 335.08%-320.3pp | 578.55%-563.7pp |
| Employer contribution / active EE | $10,454 | $4,896+113.5% | $3,786+176.1% | $4,876+114.4% |
| Participant deferral / active EE | $11,046 | $5,316+107.8% | $4,482+146.5% | $5,439+103.1% |
| Admin fee / account holder | $469 | $10,886-95.7% | $8,020-94.2% | $10,885-95.7% |