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 | $222,896 | $115,770+92.5% | $101,248+120.1% | $158,922+40.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 14.04% | 56.14%-42.1pp | 46.47%-32.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $13,638 | $4,175+226.7% | $3,660+272.7% | $4,761+186.4% |
| Participant deferral / active EE | $4,860 | $4,957-2.0% | $4,370+11.2% | $5,982-18.8% |
| Admin fee / account holder | $1,431 | $7,245-80.3% | $5,945-75.9% | $11,246-87.3% |