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 | $165,676 | $77,634+113.4% | $156,549+5.8% | $62,891+163.4% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.47% | 50.32%-43.9pp | 32.23%-25.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $16,010 | $3,444+364.9% | $5,501+191.0% | $2,281+601.9% |
| Participant deferral / active EE | $7,272 | $3,045+138.8% | $4,871+49.3% | $3,203+127.0% |
| Admin fee / account holder | $10,445 | $5,561+87.8% | $13,027-19.8% | $4,296+143.2% |