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 | $162,592 | $183,519-11.4% | $155,509+4.6% | $145,922+11.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 23.36% | 61.17%-37.8pp | 64.67%-41.3pp | 561.29%-537.9pp |
| Employer contribution / active EE | $11,000 | $5,313+107.1% | $4,672+135.4% | $4,660+136.1% |
| Participant deferral / active EE | $9,375 | $6,462+45.1% | $5,626+66.6% | $6,688+40.2% |
| Admin fee / account holder | $2,111 | $19,313-89.1% | $15,912-86.7% | $13,397-84.2% |