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 | $124,811 | $112,881+10.6% | $90,951+37.2% | $158,922-21.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 12.11% | 215.79%-203.7pp | 134.60%-122.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $7,929 | $2,893+174.1% | $2,122+273.7% | $4,761+66.5% |
| Participant deferral / active EE | $3,900 | $4,128-5.5% | $3,373+15.6% | $5,982-34.8% |
| Admin fee / account holder | $935 | $8,041-88.4% | $5,959-84.3% | $11,246-91.7% |