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 | $86,997 | $74,888+16.2% | $71,209+22.2% | $142,382-38.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 17.78% | 345.14%-327.4pp | 282.51%-264.7pp | 217.08%-199.3pp |
| Employer contribution / active EE | $4,128 | $2,854+44.6% | $2,721+51.7% | $4,299-4.0% |
| Participant deferral / active EE | $9,722 | $4,454+118.3% | $4,175+132.9% | $6,507+49.4% |
| Admin fee / account holder | $1,250 | $5,568-77.5% | $5,349-76.6% | $12,624-90.1% |