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 | $109,620 | $226,064-51.5% | $182,532-39.9% | $152,861-28.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.4%+17.6pp |
| Annual return | 15.84% | 192.51%-176.7pp | 148.54%-132.7pp | 345.32%-329.5pp |
| Employer contribution / active EE | $5,952 | $4,978+19.6% | $4,076+46.0% | $4,762+25.0% |
| Participant deferral / active EE | $0 | $6,368-100.0% | $5,524-100.0% | $5,850-100.0% |
| Admin fee / account holder | $3,775 | $10,703-64.7% | $8,592-56.1% | $11,596-67.5% |