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 | $101,961 | $56,053+81.9% | $75,972+34.2% | $80,856+26.1% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 20.72% | 20.53%+0.2pp | 359.55%-338.8pp | 35.59%-14.9pp |
| Employer contribution / active EE | $6,280 | $1,874+235.1% | $2,685+133.9% | $2,755+128.0% |
| Participant deferral / active EE | $9,901 | $3,052+224.5% | $4,255+132.7% | $4,296+130.5% |
| Admin fee / account holder | $1,641 | $5,234-68.6% | $6,467-74.6% | $6,918-76.3% |