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 | $110,162 | $183,519-40.0% | $155,509-29.2% | $145,922-24.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.23% | 61.17%-48.9pp | 64.67%-52.4pp | 561.29%-549.1pp |
| Employer contribution / active EE | $8,047 | $5,313+51.5% | $4,672+72.2% | $4,660+72.7% |
| Participant deferral / active EE | $5,664 | $6,462-12.4% | $5,626+0.7% | $6,688-15.3% |
| Admin fee / account holder | $3,153 | $19,313-83.7% | $15,912-80.2% | $13,397-76.5% |