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 | $129,392 | $74,888+72.8% | $71,209+81.7% | $142,382-9.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.21% | 345.14%-329.9pp | 282.51%-267.3pp | 217.08%-201.9pp |
| Employer contribution / active EE | $5,953 | $2,854+108.6% | $2,721+118.8% | $4,299+38.5% |
| Participant deferral / active EE | $10,300 | $4,454+131.2% | $4,175+146.7% | $6,507+58.3% |
| Admin fee / account holder | $19,034 | $5,568+241.8% | $5,349+255.9% | $12,624+50.8% |