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 | $156,429 | $118,849+31.6% | $96,562+62.0% | $167,490-6.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 13.44% | 50.49%-37.0pp | 37.78%-24.3pp | 478.56%-465.1pp |
| Employer contribution / active EE | $2,493 | $3,120-20.1% | $2,356+5.8% | $4,837-48.5% |
| Participant deferral / active EE | $8,150 | $4,616+76.6% | $3,849+111.7% | $6,341+28.5% |
| Admin fee / account holder | $895 | $8,065-88.9% | $6,181-85.5% | $12,309-92.7% |