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 | $207,166 | $115,770+78.9% | $101,248+104.6% | $158,922+30.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 10.74% | 56.14%-45.4pp | 46.47%-35.7pp | 302.83%-292.1pp |
| Employer contribution / active EE | $11,464 | $4,175+174.6% | $3,660+213.3% | $4,761+140.8% |
| Participant deferral / active EE | $6,078 | $4,957+22.6% | $4,370+39.1% | $5,982+1.6% |
| Admin fee / account holder | $1,930 | $7,245-73.4% | $5,945-67.5% | $11,246-82.8% |