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 | $224,497 | $185,822+20.8% | $169,993+32.1% | $139,434+61.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 11.44% | 60.50%-49.1pp | 53.37%-41.9pp | 372.94%-361.5pp |
| Employer contribution / active EE | $11,579 | $7,590+52.6% | $6,785+70.7% | $4,751+143.7% |
| Participant deferral / active EE | $8,450 | $11,622-27.3% | $10,408-18.8% | $6,710+25.9% |
| Admin fee / account holder | $60,557 | $15,381+293.7% | $12,815+372.5% | $11,403+431.1% |