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 | $216,895 | $175,202+23.8% | $149,673+44.9% | $139,434+55.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 25.12% | 166.71%-141.6pp | 134.42%-109.3pp | 372.94%-347.8pp |
| Employer contribution / active EE | $1,716 | $5,474-68.7% | $4,818-64.4% | $4,751-63.9% |
| Participant deferral / active EE | $12,229 | $6,519+87.6% | $5,680+115.3% | $6,710+82.2% |
| Admin fee / account holder | $6,048 | $16,150-62.6% | $13,210-54.2% | $11,403-47.0% |