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 | $203,782 | $112,881+80.5% | $90,951+124.1% | $158,922+28.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 8.13% | 215.79%-207.7pp | 134.60%-126.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $5,355 | $2,893+85.1% | $2,122+152.4% | $4,761+12.5% |
| Participant deferral / active EE | $6,500 | $4,128+57.5% | $3,373+92.7% | $5,982+8.7% |
| Admin fee / account holder | $2,362 | $8,041-70.6% | $5,959-60.4% | $11,246-79.0% |