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 | $110,705 | $72,071+53.6% | $68,368+61.9% | $137,256-19.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.96% | 353.14%-339.2pp | 292.57%-278.6pp | 220.34%-206.4pp |
| Employer contribution / active EE | $4,354 | $2,788+56.2% | $2,649+64.4% | $4,156+4.8% |
| Participant deferral / active EE | $6,829 | $4,410+54.9% | $4,123+65.6% | $6,407+6.6% |
| Admin fee / account holder | $2,090 | $5,336-60.8% | $5,150-59.4% | $12,270-83.0% |