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 | $208,338 | $112,096+85.9% | $95,952+117.1% | $158,922+31.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.61% | 171.09%-155.5pp | 91.61%-76.0pp | 302.83%-287.2pp |
| Employer contribution / active EE | $21,279 | $3,198+565.4% | $2,541+737.4% | $4,761+346.9% |
| Participant deferral / active EE | $9,440 | $4,784+97.3% | $4,167+126.5% | $5,982+57.8% |
| Admin fee / account holder | $4,525 | $10,130-55.3% | $6,795-33.4% | $11,246-59.8% |