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 | $91,143 | $60,124+51.6% | $90,404+0.8% | $79,858+14.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 16.41% | 71.94%-55.5pp | 1293.02%-1276.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $9,773 | $2,068+372.6% | $3,262+199.6% | $2,471+295.5% |
| Participant deferral / active EE | $7,317 | $2,938+149.0% | $3,963+84.6% | $3,740+95.6% |
| Admin fee / account holder | $7,341 | $3,976+84.6% | $5,611+30.8% | $5,306+38.3% |