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 | $162,530 | $133,922+21.4% | $116,228+39.8% | $142,382+14.2% |
| Participation rate | 92.9% | 77.9%+15.0pp | 74.6%+18.3pp | 80.1%+12.7pp |
| Annual return | 17.28% | 147.76%-130.5pp | 90.06%-72.8pp | 217.08%-199.8pp |
| Employer contribution / active EE | $10,062 | $3,446+192.0% | $2,994+236.0% | $4,299+134.0% |
| Participant deferral / active EE | $9,685 | $5,672+70.7% | $4,953+95.5% | $6,507+48.8% |
| Admin fee / account holder | $191,010 | $14,945+1178.1% | $11,989+1493.2% | $12,624+1413.1% |