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 | $97,197 | $74,888+29.8% | $71,209+36.5% | $142,382-31.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.29% | 345.14%-327.9pp | 282.51%-265.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $6,480 | $2,854+127.0% | $2,721+138.2% | $4,299+50.7% |
| Participant deferral / active EE | $6,929 | $4,454+55.6% | $4,175+66.0% | $6,507+6.5% |
| Admin fee / account holder | $6,657 | $5,568+19.5% | $5,349+24.4% | $12,624-47.3% |