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 | $102,385 | $60,124+70.3% | $90,404+13.3% | $79,858+28.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.79% | 71.94%-51.2pp | 1293.02%-1272.2pp | 31.71%-10.9pp |
| Employer contribution / active EE | $5,605 | $2,068+171.1% | $3,262+71.8% | $2,471+126.8% |
| Participant deferral / active EE | $8,039 | $2,938+173.6% | $3,963+102.8% | $3,740+115.0% |
| Admin fee / account holder | $4,638 | $3,976+16.6% | $5,611-17.3% | $5,306-12.6% |