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 | $210,301 | $114,381+83.9% | $107,525+95.6% | $142,382+47.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.84% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.2pp |
| Employer contribution / active EE | $12,934 | $4,015+222.2% | $3,754+244.6% | $4,299+200.9% |
| Participant deferral / active EE | $4,181 | $5,564-24.9% | $5,116-18.3% | $6,507-35.8% |
| Admin fee / account holder | $11,888 | $9,860+20.6% | $8,919+33.3% | $12,624-5.8% |