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 | $99,960 | $81,632+22.5% | $70,449+41.9% | $158,922-37.1% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 8.20% | 208.40%-200.2pp | 109.03%-100.8pp | 302.83%-294.6pp |
| Employer contribution / active EE | $6,681 | $3,217+107.7% | $2,737+144.1% | $4,761+40.3% |
| Participant deferral / active EE | $6,869 | $4,554+50.8% | $3,709+85.2% | $5,982+14.8% |
| Admin fee / account holder | $8,655 | $6,193+39.8% | $3,845+125.1% | $11,246-23.0% |