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 | $229,298 | $154,117+48.8% | $129,995+76.4% | $139,434+64.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.45% | 32.48%-15.0pp | -137.18%+154.6pp | 372.94%-355.5pp |
| Employer contribution / active EE | $11,886 | $5,289+124.7% | $4,320+175.2% | $4,751+150.2% |
| Participant deferral / active EE | $13,848 | $6,710+106.4% | $5,820+137.9% | $6,710+106.4% |
| Admin fee / account holder | $24,773 | $14,007+76.9% | $10,614+133.4% | $11,403+117.3% |