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 | $116,431 | $103,376+12.6% | $87,100+33.7% | $152,861-23.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 26.42% | 28.10%-1.7pp | 28.19%-1.8pp | 345.32%-318.9pp |
| Employer contribution / active EE | $8,908 | $3,220+176.6% | $2,521+253.3% | $4,762+87.0% |
| Participant deferral / active EE | $7,222 | $4,778+51.1% | $4,049+78.4% | $5,850+23.4% |
| Admin fee / account holder | $2,805 | $12,205-77.0% | $7,497-62.6% | $11,596-75.8% |