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 | $217,843 | $105,126+107.2% | $94,646+130.2% | $139,434+56.2% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.86% | 38.03%-24.2pp | 156.71%-142.8pp | 372.94%-359.1pp |
| Employer contribution / active EE | $5,495 | $4,106+33.8% | $3,672+49.6% | $4,751+15.7% |
| Participant deferral / active EE | $0 | $7,599-100.0% | $7,418-100.0% | $6,710-100.0% |
| Admin fee / account holder | $5,495 | $8,984-38.8% | $7,231-24.0% | $11,403-51.8% |