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 | $105,319 | $63,346+66.3% | $92,233+14.2% | $70,131+50.2% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 16.88% | 530.12%-513.2pp | 176.28%-159.4pp | 73.14%-56.3pp |
| Employer contribution / active EE | $2,441 | $2,471-1.2% | $3,679-33.7% | $2,342+4.2% |
| Participant deferral / active EE | $7,990 | $2,854+180.0% | $3,897+105.0% | $3,332+139.8% |
| Admin fee / account holder | $11,481 | $3,840+199.0% | $5,194+121.1% | $4,645+147.1% |