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 | $241,443 | $127,777+89.0% | $106,548+126.6% | $167,490+44.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 10.60% | 33.87%-23.3pp | 26.80%-16.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $20,044 | $3,427+484.9% | $2,819+611.0% | $4,837+314.3% |
| Participant deferral / active EE | $14,200 | $5,087+179.1% | $4,398+222.9% | $6,341+123.9% |
| Admin fee / account holder | $3,412 | $11,228-69.6% | $7,407-53.9% | $12,309-72.3% |