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 | $116,924 | $96,635+21.0% | $86,612+35.0% | $139,434-16.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 14.28% | 106.41%-92.1pp | 591.07%-576.8pp | 372.94%-358.7pp |
| Employer contribution / active EE | $5,399 | $3,263+65.5% | $3,022+78.6% | $4,751+13.6% |
| Participant deferral / active EE | $9,416 | $4,836+94.7% | $4,438+112.2% | $6,710+40.3% |
| Admin fee / account holder | $2,306 | $6,408-64.0% | $5,614-58.9% | $11,403-79.8% |