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 5-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 | $99,612 | $74,888+33.0% | $71,209+39.9% | $142,382-30.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 22.22% | 345.14%-322.9pp | 282.51%-260.3pp | 217.08%-194.9pp |
| Employer contribution / active EE | $5,712 | $2,854+100.1% | $2,721+109.9% | $4,299+32.9% |
| Participant deferral / active EE | $14,622 | $4,454+228.3% | $4,175+250.2% | $6,507+124.7% |
| Admin fee / account holder | $565 | $5,568-89.9% | $5,349-89.4% | $12,624-95.5% |