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 | $103,515 | $65,561+57.9% | $86,188+20.1% | $75,163+37.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 18.44% | 46.05%-27.6pp | 1168.45%-1150.0pp | 160.62%-142.2pp |
| Employer contribution / active EE | $7,432 | $1,553+378.7% | $2,380+212.2% | $2,670+178.4% |
| Participant deferral / active EE | $7,272 | $3,024+140.5% | $3,985+82.5% | $4,125+76.3% |
| Admin fee / account holder | $10,497 | $5,474+91.8% | $6,852+53.2% | $5,651+85.8% |