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 4-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 | $163,690 | $108,919+50.3% | $100,391+63.1% | $145,922+12.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 20.64% | 57.88%-37.2pp | 49.20%-28.6pp | 561.29%-540.7pp |
| Employer contribution / active EE | $20,250 | $4,419+358.2% | $3,942+413.7% | $4,660+334.6% |
| Participant deferral / active EE | $23,000 | $8,445+172.4% | $8,082+184.6% | $6,688+243.9% |
| Admin fee / account holder | $586 | $9,689-94.0% | $7,899-92.6% | $13,397-95.6% |