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 | $106,638 | $81,632+30.6% | $70,449+51.4% | $158,922-32.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 16.68% | 208.40%-191.7pp | 109.03%-92.3pp | 302.83%-286.1pp |
| Employer contribution / active EE | $5,938 | $3,217+84.6% | $2,737+117.0% | $4,761+24.7% |
| Participant deferral / active EE | $8,567 | $4,554+88.1% | $3,709+131.0% | $5,982+43.2% |
| Admin fee / account holder | $615 | $6,193-90.1% | $3,845-84.0% | $11,246-94.5% |