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 | $212,983 | $158,398+34.5% | $126,539+68.3% | $142,382+49.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 17.86% | 593.76%-575.9pp | 425.95%-408.1pp | 217.08%-199.2pp |
| Employer contribution / active EE | $21,677 | $4,650+366.2% | $3,674+490.0% | $4,299+404.2% |
| Participant deferral / active EE | $20,029 | $4,767+320.2% | $4,083+390.6% | $6,507+207.8% |
| Admin fee / account holder | $6,792 | $6,918-1.8% | $6,065+12.0% | $12,624-46.2% |