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 | $220,561 | $121,625+81.3% | $104,607+110.8% | $158,922+38.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 14.91% | 465.26%-450.3pp | 340.46%-325.6pp | 302.83%-287.9pp |
| Employer contribution / active EE | $16,807 | $3,163+431.4% | $2,681+527.0% | $4,761+253.0% |
| Participant deferral / active EE | $13,000 | $4,177+211.2% | $3,740+247.6% | $5,982+117.3% |
| Admin fee / account holder | $1,546 | $7,787-80.1% | $6,473-76.1% | $11,246-86.2% |