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 | $100,052 | $84,696+18.1% | $75,696+32.2% | $167,490-40.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 17.66% | 199.36%-181.7pp | 104.53%-86.9pp | 478.56%-460.9pp |
| Employer contribution / active EE | $5,653 | $3,230+75.0% | $2,743+106.1% | $4,837+16.9% |
| Participant deferral / active EE | $1,500 | $4,580-67.2% | $3,821-60.7% | $6,341-76.3% |
| Admin fee / account holder | $3,881 | $5,355-27.5% | $3,619+7.2% | $12,309-68.5% |