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 | $111,259 | $67,823+64.0% | $52,425+112.2% | $137,256-18.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 55.6%+44.4pp | 80.0%+20.0pp |
| Annual return | 18.55% | 219.11%-200.6pp | 302.12%-283.6pp | 220.34%-201.8pp |
| Employer contribution / active EE | $7,031 | $1,163+504.6% | $914+669.1% | $4,156+69.2% |
| Participant deferral / active EE | $3,472 | $2,288+51.7% | $1,790+93.9% | $6,407-45.8% |
| Admin fee / account holder | $1,727 | $2,844-39.3% | $2,495-30.8% | $12,270-85.9% |