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 | $134,695 | $91,037+48.0% | $71,671+87.9% | $147,584-8.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 75.29% | 20.48%+54.8pp | 20.65%+54.6pp | 578.55%-503.3pp |
| Employer contribution / active EE | $3,626 | $3,327+9.0% | $2,460+47.4% | $4,876-25.6% |
| Participant deferral / active EE | $7,371 | $4,498+63.9% | $3,438+114.4% | $5,439+35.5% |
| Admin fee / account holder | $1,815 | $8,613-78.9% | $5,558-67.3% | $10,885-83.3% |