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 | $102,857 | $104,907-2.0% | $84,611+21.6% | $152,861-32.7% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 23.05% | 373.79%-350.7pp | 258.74%-235.7pp | 345.32%-322.3pp |
| Employer contribution / active EE | $4,049 | $3,302+22.6% | $2,652+52.7% | $4,762-15.0% |
| Participant deferral / active EE | $8,174 | $4,688+74.4% | $3,899+109.7% | $5,850+39.7% |
| Admin fee / account holder | $736 | $6,241-88.2% | $4,912-85.0% | $11,596-93.7% |