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 | $148,297 | $202,432-26.7% | $169,368-12.4% | $139,434+6.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.84% | 531.74%-521.9pp | 405.60%-395.8pp | 372.94%-363.1pp |
| Employer contribution / active EE | $11,255 | $4,692+139.9% | $4,013+180.5% | $4,751+136.9% |
| Participant deferral / active EE | $20,242 | $6,938+191.7% | $6,221+225.4% | $6,710+201.7% |
| Admin fee / account holder | $15,925 | $10,708+48.7% | $9,003+76.9% | $11,403+39.7% |