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 | $188,117 | $95,561+96.9% | $77,163+143.8% | $139,434+34.9% |
| Participation rate | 100.0% | 73.9%+26.1pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 17.63% | 54.92%-37.3pp | 37.87%-20.2pp | 372.94%-355.3pp |
| Employer contribution / active EE | $14,405 | $3,147+357.7% | $2,535+468.3% | $4,751+203.2% |
| Participant deferral / active EE | $7,902 | $4,624+70.9% | $3,833+106.2% | $6,710+17.8% |
| Admin fee / account holder | $7,521 | $8,295-9.3% | $5,472+37.4% | $11,403-34.0% |