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 | $125,804 | $108,912+15.5% | $100,383+25.3% | $145,959-13.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.30% | 57.96%-45.7pp | 49.26%-37.0pp | 561.95%-549.6pp |
| Employer contribution / active EE | $4,742 | $4,423+7.2% | $3,944+20.2% | $4,661+1.7% |
| Participant deferral / active EE | $19,176 | $8,451+126.9% | $8,086+137.2% | $6,689+186.7% |
| Admin fee / account holder | $34,429 | $9,690+255.3% | $7,900+335.8% | $13,398+157.0% |