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 | $105,235 | $70,606+49.0% | $53,898+95.3% | $142,382-26.1% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 10.83% | 619.81%-609.0pp | 528.60%-517.8pp | 217.08%-206.2pp |
| Employer contribution / active EE | $2,201 | $1,202+83.1% | $932+136.1% | $4,299-48.8% |
| Participant deferral / active EE | $2,201 | $2,364-6.9% | $1,826+20.5% | $6,507-66.2% |
| Admin fee / account holder | $1,389 | $2,852-51.3% | $2,491-44.3% | $12,624-89.0% |