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 | $177,270 | $89,355+98.4% | $141,162+25.6% | $72,985+142.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.24% | 111.85%-87.6pp | 71.39%-47.2pp | 81.00%-56.8pp |
| Employer contribution / active EE | $9,028 | $3,114+189.9% | $4,735+90.7% | $2,440+270.0% |
| Participant deferral / active EE | $7,386 | $5,418+36.3% | $6,709+10.1% | $3,607+104.8% |
| Admin fee / account holder | $406 | $5,958-93.2% | $10,261-96.0% | $5,124-92.1% |