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 | $169,270 | $108,919+55.4% | $100,391+68.6% | $145,922+16.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 14.05% | 57.88%-43.8pp | 49.20%-35.1pp | 561.29%-547.2pp |
| Employer contribution / active EE | $14,604 | $4,419+230.5% | $3,942+270.5% | $4,660+213.4% |
| Participant deferral / active EE | $8,626 | $8,445+2.1% | $8,082+6.7% | $6,688+29.0% |
| Admin fee / account holder | $1,270 | $9,689-86.9% | $7,899-83.9% | $13,397-90.5% |