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 | $105,766 | $85,766+23.3% | $136,294-22.4% | $70,131+50.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 22.21% | 31.45%-9.2pp | 5155.94%-5133.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $17,582 | $2,966+492.8% | $4,695+274.5% | $2,342+650.6% |
| Participant deferral / active EE | $13,132 | $5,051+160.0% | $6,247+110.2% | $3,332+294.2% |
| Admin fee / account holder | $5,733 | $5,420+5.8% | $9,243-38.0% | $4,645+23.4% |