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 | $148,702 | $111,724+33.1% | $93,606+58.9% | $145,922+1.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 12.97% | 202.98%-190.0pp | 133.20%-120.2pp | 561.29%-548.3pp |
| Employer contribution / active EE | $3,855 | $3,090+24.8% | $2,420+59.3% | $4,660-17.3% |
| Participant deferral / active EE | $7,439 | $4,912+51.5% | $4,411+68.6% | $6,688+11.2% |
| Admin fee / account holder | $9,270 | $10,250-9.6% | $8,285+11.9% | $13,397-30.8% |