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 4-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 | $132,457 | $99,877+32.6% | $84,966+55.9% | $145,922-9.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.77% | 83.76%-65.0pp | 66.38%-47.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $3,453 | $3,231+6.9% | $2,727+26.6% | $4,660-25.9% |
| Participant deferral / active EE | $7,920 | $5,291+49.7% | $4,519+75.2% | $6,688+18.4% |
| Admin fee / account holder | $1,683 | $7,248-76.8% | $6,149-72.6% | $13,397-87.4% |