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 | $121,342 | $100,041+21.3% | $149,718-19.0% | $70,131+73.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 18.64% | 27.43%-8.8pp | 1501.63%-1483.0pp | 73.14%-54.5pp |
| Employer contribution / active EE | $6,948 | $3,662+89.7% | $5,445+27.6% | $2,342+196.6% |
| Participant deferral / active EE | $6,446 | $4,983+29.4% | $6,569-1.9% | $3,332+93.5% |
| Admin fee / account holder | $1,402 | $8,286-83.1% | $11,283-87.6% | $4,645-69.8% |