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 | $123,659 | $99,020+24.9% | $86,590+42.8% | $147,584-16.2% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.80% | 1312.34%-1297.5pp | 964.84%-950.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $3,162 | $3,132+0.9% | $2,839+11.3% | $4,876-35.2% |
| Participant deferral / active EE | $14,560 | $3,972+266.5% | $3,609+303.5% | $5,439+167.7% |
| Admin fee / account holder | $1,775 | $5,710-68.9% | $4,906-63.8% | $10,885-83.7% |