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 | $126,278 | $117,983+7.0% | $101,794+24.1% | $142,382-11.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 16.64% | 36.92%-20.3pp | 30.53%-13.9pp | 217.08%-200.4pp |
| Employer contribution / active EE | $9,735 | $2,773+251.1% | $2,289+325.3% | $4,299+126.4% |
| Participant deferral / active EE | $11,459 | $4,714+143.1% | $4,084+180.6% | $6,507+76.1% |
| Admin fee / account holder | $4,510 | $10,433-56.8% | $8,777-48.6% | $12,624-64.3% |