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 | $201,603 | $114,381+76.3% | $107,525+87.5% | $142,382+41.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 11.82% | 242.71%-230.9pp | 181.32%-169.5pp | 217.08%-205.3pp |
| Employer contribution / active EE | $8,289 | $4,015+106.5% | $3,754+120.8% | $4,299+92.8% |
| Participant deferral / active EE | $5,688 | $5,564+2.2% | $5,116+11.2% | $6,507-12.6% |
| Admin fee / account holder | $12,431 | $9,860+26.1% | $8,919+39.4% | $12,624-1.5% |