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 | $62,812 | $48,046+30.7% | $84,611-25.8% | $72,985-13.9% |
| Participation rate | 100.0% | 57.6%+42.4pp | 68.2%+31.8pp | 69.5%+30.5pp |
| Annual return | 78.23% | 37.38%+40.8pp | 258.74%-180.5pp | 81.00%-2.8pp |
| Employer contribution / active EE | $6,530 | $1,602+307.7% | $2,652+146.2% | $2,440+167.6% |
| Participant deferral / active EE | $11,350 | $2,680+323.4% | $3,899+191.1% | $3,607+214.6% |
| Admin fee / account holder | $516 | $3,395-84.8% | $4,912-89.5% | $5,124-89.9% |