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 | $115,591 | $70,756+63.4% | $65,493+76.5% | $142,382-18.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 73.1%+26.9pp | 80.1%+19.9pp |
| Annual return | 17.18% | 1754.89%-1737.7pp | 982.45%-965.3pp | 217.08%-199.9pp |
| Employer contribution / active EE | $8,937 | $2,881+210.3% | $2,574+247.2% | $4,299+107.9% |
| Participant deferral / active EE | $10,872 | $4,637+134.4% | $3,961+174.5% | $6,507+67.1% |
| Admin fee / account holder | $897 | $6,559-86.3% | $5,028-82.2% | $12,624-92.9% |