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 | $112,322 | $108,919+3.1% | $100,391+11.9% | $145,922-23.0% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 17.29% | 57.88%-40.6pp | 49.20%-31.9pp | 561.29%-544.0pp |
| Employer contribution / active EE | $7,430 | $4,419+68.1% | $3,942+88.5% | $4,660+59.5% |
| Participant deferral / active EE | $7,237 | $8,445-14.3% | $8,082-10.4% | $6,688+8.2% |
| Admin fee / account holder | $1,112 | $9,689-88.5% | $7,899-85.9% | $13,397-91.7% |