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 | $136,057 | $104,907+29.7% | $84,611+60.8% | $152,861-11.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 21.05% | 373.79%-352.7pp | 258.74%-237.7pp | 345.32%-324.3pp |
| Employer contribution / active EE | $1,202 | $3,302-63.6% | $2,652-54.7% | $4,762-74.8% |
| Participant deferral / active EE | $2,993 | $4,688-36.1% | $3,899-23.2% | $5,850-48.8% |
| Admin fee / account holder | $910 | $6,241-85.4% | $4,912-81.5% | $11,596-92.1% |