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 | $100,816 | $53,516+88.4% | $126,539-20.3% | $84,808+18.9% |
| Participation rate | 100.0% | 58.2%+41.8pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.60% | 58.34%-43.7pp | 425.95%-411.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $5,888 | $1,535+283.6% | $3,674+60.2% | $2,631+123.8% |
| Participant deferral / active EE | $4,526 | $2,671+69.5% | $4,083+10.9% | $4,212+7.5% |
| Admin fee / account holder | $6,316 | $4,497+40.5% | $6,065+4.1% | $7,344-14.0% |