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 | $119,256 | $74,888+59.2% | $71,209+67.5% | $142,382-16.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.92% | 345.14%-329.2pp | 282.51%-266.6pp | 217.08%-201.2pp |
| Employer contribution / active EE | $4,736 | $2,854+65.9% | $2,721+74.1% | $4,299+10.2% |
| Participant deferral / active EE | $23,500 | $4,454+427.6% | $4,175+462.9% | $6,507+261.1% |
| Admin fee / account holder | $1,311 | $5,568-76.5% | $5,349-75.5% | $12,624-89.6% |