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 | $95,681 | $65,409+46.3% | $98,442-2.8% | $85,850+11.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 18.46% | 21.76%-3.3pp | 1492.73%-1474.3pp | 318.53%-300.1pp |
| Employer contribution / active EE | $14,865 | $2,168+585.7% | $2,960+402.2% | $2,565+479.5% |
| Participant deferral / active EE | $3,502 | $3,166+10.6% | $4,276-18.1% | $3,952-11.4% |
| Admin fee / account holder | $303 | $4,593-93.4% | $5,949-94.9% | $6,260-95.2% |