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 | $140,504 | $69,207+103.0% | $64,056+119.3% | $139,434+0.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.23% | 45.88%-24.7pp | 33.69%-12.5pp | 372.94%-351.7pp |
| Employer contribution / active EE | $9,065 | $3,182+184.9% | $2,747+230.1% | $4,751+90.8% |
| Participant deferral / active EE | $21,625 | $4,682+361.9% | $3,880+457.3% | $6,710+222.3% |
| Admin fee / account holder | $322 | $4,244-92.4% | $3,068-89.5% | $11,403-97.2% |