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 | $102,701 | $57,281+79.3% | $86,612+18.6% | $75,163+36.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 13.78% | 2670.75%-2657.0pp | 591.07%-577.3pp | 160.62%-146.8pp |
| Employer contribution / active EE | $9,835 | $2,314+324.9% | $3,022+225.4% | $2,670+268.4% |
| Participant deferral / active EE | $6,220 | $3,318+87.5% | $4,438+40.2% | $4,125+50.8% |
| Admin fee / account holder | $6,143 | $4,112+49.4% | $5,614+9.4% | $5,651+8.7% |