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 | $109,117 | $159,934-31.8% | $147,005-25.8% | $145,959-25.2% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 11.12% | 98.24%-87.1pp | 418.76%-407.6pp | 561.95%-550.8pp |
| Employer contribution / active EE | $12,499 | $5,287+136.4% | $4,934+153.3% | $4,661+168.2% |
| Participant deferral / active EE | $8,307 | $8,427-1.4% | $8,070+2.9% | $6,689+24.2% |
| Admin fee / account holder | $27,161 | $15,053+80.4% | $13,006+108.8% | $13,398+102.7% |