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 | $119,616 | $76,738+55.9% | $56,411+112.0% | $145,922-18.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 11.66% | 2994.23%-2982.6pp | 1701.33%-1689.7pp | 561.29%-549.6pp |
| Employer contribution / active EE | $5,643 | $1,380+308.9% | $1,039+443.2% | $4,660+21.1% |
| Participant deferral / active EE | $8,353 | $2,623+218.5% | $1,952+327.9% | $6,688+24.9% |
| Admin fee / account holder | $3,203 | $3,334-3.9% | $2,829+13.2% | $13,397-76.1% |