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 | $156,103 | $108,919+43.3% | $100,391+55.5% | $145,922+7.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.59% | 57.88%-40.3pp | 49.20%-31.6pp | 561.29%-543.7pp |
| Employer contribution / active EE | $9,634 | $4,419+118.0% | $3,942+144.4% | $4,660+106.8% |
| Participant deferral / active EE | $10,118 | $8,445+19.8% | $8,082+25.2% | $6,688+51.3% |
| Admin fee / account holder | $469 | $9,689-95.2% | $7,899-94.1% | $13,397-96.5% |