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 | $115,945 | $99,079+17.0% | $77,999+48.6% | $273,961-57.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 7.13% | 217.93%-210.8pp | 425.96%-418.8pp | 41.45%-34.3pp |
| Employer contribution / active EE | $7,133 | $3,308+115.7% | $2,470+188.8% | $4,869+46.5% |
| Participant deferral / active EE | $6,570 | $4,306+52.6% | $3,497+87.9% | $5,287+24.3% |
| Admin fee / account holder | $14,457 | $8,954+61.5% | $5,480+163.8% | $10,132+42.7% |