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 | $112,982 | $101,069+11.8% | $81,478+38.7% | $147,584-23.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 19.05% | 32.40%-13.4pp | 38.78%-19.7pp | 578.55%-559.5pp |
| Employer contribution / active EE | $7,866 | $3,205+145.4% | $2,568+206.3% | $4,876+61.3% |
| Participant deferral / active EE | $20,252 | $4,242+377.4% | $3,537+472.6% | $5,439+272.4% |
| Admin fee / account holder | $21,649 | $5,812+272.5% | $4,561+374.7% | $10,885+98.9% |