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 | $118,893 | $99,079+20.0% | $77,999+52.4% | $273,961-56.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 6.50% | 217.93%-211.4pp | 425.96%-419.5pp | 41.45%-35.0pp |
| Employer contribution / active EE | $2,941 | $3,308-11.1% | $2,470+19.1% | $4,869-39.6% |
| Participant deferral / active EE | $2,868 | $4,306-33.4% | $3,497-18.0% | $5,287-45.8% |
| Admin fee / account holder | $515 | $8,954-94.3% | $5,480-90.6% | $10,132-94.9% |