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 5-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 | $91,972 | $74,888+22.8% | $71,209+29.2% | $142,382-35.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 19.02% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $5,428 | $2,854+90.2% | $2,721+99.5% | $4,299+26.3% |
| Participant deferral / active EE | $11,643 | $4,454+161.4% | $4,175+178.9% | $6,507+78.9% |
| Admin fee / account holder | $437 | $5,568-92.2% | $5,349-91.8% | $12,624-96.5% |