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 | $222,270 | $84,696+162.4% | $75,696+193.6% | $167,490+32.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 15.10% | 199.36%-184.3pp | 104.53%-89.4pp | 478.56%-463.5pp |
| Employer contribution / active EE | $11,683 | $3,230+261.7% | $2,743+326.0% | $4,837+141.5% |
| Participant deferral / active EE | $11,055 | $4,580+141.4% | $3,821+189.3% | $6,341+74.3% |
| Admin fee / account holder | $14,760 | $5,355+175.6% | $3,619+307.8% | $12,309+19.9% |