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 | $135,586 | $126,574+7.1% | $106,213+27.7% | $145,922-7.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 18.40% | 224.79%-206.4pp | 116.14%-97.7pp | 561.29%-542.9pp |
| Employer contribution / active EE | $1,854 | $3,730-50.3% | $3,171-41.5% | $4,660-60.2% |
| Participant deferral / active EE | $4,246 | $5,724-25.8% | $5,016-15.4% | $6,688-36.5% |
| Admin fee / account holder | $576 | $17,304-96.7% | $11,033-94.8% | $13,397-95.7% |