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 | $111,499 | $107,334+3.9% | $92,893+20.0% | $152,861-27.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 19.76% | 145.58%-125.8pp | 109.41%-89.7pp | 345.32%-325.6pp |
| Employer contribution / active EE | $6,000 | $4,221+42.1% | $3,653+64.3% | $4,762+26.0% |
| Participant deferral / active EE | $6,556 | $4,845+35.3% | $4,236+54.8% | $5,850+12.1% |
| Admin fee / account holder | $308 | $7,079-95.7% | $5,794-94.7% | $11,596-97.3% |