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 | $81,188 | $68,346+18.8% | $94,646-14.2% | $75,163+8.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 80.8%+19.2pp | 67.2%+32.8pp |
| Annual return | 20.86% | 616.93%-596.1pp | 156.71%-135.9pp | 160.62%-139.8pp |
| Employer contribution / active EE | $4,415 | $2,701+63.5% | $3,672+20.2% | $2,670+65.4% |
| Participant deferral / active EE | $9,368 | $6,537+43.3% | $7,418+26.3% | $4,125+127.1% |
| Admin fee / account holder | $6,900 | $5,326+29.6% | $7,231-4.6% | $5,651+22.1% |