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 | $119,164 | $95,416+24.9% | $185,823-35.9% | $85,850+38.8% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 18.41% | 23.59%-5.2pp | 122.05%-103.6pp | 318.53%-300.1pp |
| Employer contribution / active EE | $7,745 | $3,314+133.7% | $5,167+49.9% | $2,565+201.9% |
| Participant deferral / active EE | $3,900 | $3,423+13.9% | $5,568-30.0% | $3,952-1.3% |
| Admin fee / account holder | $14,328 | $7,213+98.6% | $16,237-11.8% | $6,260+128.9% |