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 | $133,144 | $102,966+29.3% | $90,281+47.5% | $152,861-12.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.04% | 95.16%-74.1pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,793 | $3,139+20.9% | $2,854+32.9% | $4,762-20.3% |
| Participant deferral / active EE | $5,620 | $4,281+31.3% | $3,885+44.6% | $5,850-3.9% |
| Admin fee / account holder | $2,312 | $6,171-62.5% | $5,351-56.8% | $11,596-80.1% |