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 | $99,982 | $53,127+88.2% | $86,590+15.5% | $70,131+42.6% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 26.52% | 27.66%-1.1pp | 964.84%-938.3pp | 73.14%-46.6pp |
| Employer contribution / active EE | $6,553 | $2,068+216.8% | $2,839+130.8% | $2,342+179.7% |
| Participant deferral / active EE | $7,099 | $2,696+163.3% | $3,609+96.7% | $3,332+113.1% |
| Admin fee / account holder | $1,328 | $3,585-63.0% | $4,906-72.9% | $4,645-71.4% |