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 | $209,360 | $115,770+80.8% | $101,248+106.8% | $158,922+31.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.24% | 56.14%-44.9pp | 46.47%-35.2pp | 302.83%-291.6pp |
| Employer contribution / active EE | $18,256 | $4,175+337.3% | $3,660+398.9% | $4,761+283.4% |
| Participant deferral / active EE | $11,798 | $4,957+138.0% | $4,370+170.0% | $5,982+97.2% |
| Admin fee / account holder | $25,696 | $7,245+254.7% | $5,945+332.2% | $11,246+128.5% |