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 | $134,603 | $99,652+35.1% | $78,778+70.9% | $147,584-8.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 9.43% | 47.28%-37.9pp | 35.62%-26.2pp | 578.55%-569.1pp |
| Employer contribution / active EE | $4,858 | $2,796+73.8% | $1,986+144.6% | $4,876-0.4% |
| Participant deferral / active EE | $8,028 | $3,664+119.1% | $2,958+171.4% | $5,439+47.6% |
| Admin fee / account holder | $1,880 | $7,155-73.7% | $5,134-63.4% | $10,885-82.7% |