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 | $126,659 | $69,207+83.0% | $64,056+97.7% | $139,434-9.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.46% | 45.88%-24.4pp | 33.69%-12.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,458 | $3,182-22.8% | $2,747-10.5% | $4,751-48.3% |
| Participant deferral / active EE | $1,689 | $4,682-63.9% | $3,880-56.5% | $6,710-74.8% |
| Admin fee / account holder | $3,537 | $4,244-16.7% | $3,068+15.3% | $11,403-69.0% |