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 | $178,950 | $102,966+73.8% | $90,281+98.2% | $152,861+17.1% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 17.88% | 95.16%-77.3pp | 78.10%-60.2pp | 345.32%-327.4pp |
| Employer contribution / active EE | $9,453 | $3,139+201.2% | $2,854+231.2% | $4,762+98.5% |
| Participant deferral / active EE | $8,015 | $4,281+87.2% | $3,885+106.3% | $5,850+37.0% |
| Admin fee / account holder | $65,369 | $6,171+959.3% | $5,351+1121.6% | $11,596+463.7% |