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 | $200,348 | $124,185+61.3% | $108,410+84.8% | $167,490+19.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.11% | 1379.64%-1368.5pp | 905.27%-894.2pp | 478.56%-467.4pp |
| Employer contribution / active EE | $24,650 | $4,187+488.8% | $3,558+592.7% | $4,837+409.6% |
| Participant deferral / active EE | $13,827 | $6,908+100.1% | $6,563+110.7% | $6,341+118.0% |
| Admin fee / account holder | $1,282 | $9,455-86.4% | $7,295-82.4% | $12,309-89.6% |