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 | $126,117 | $108,919+15.8% | $100,391+25.6% | $145,922-13.6% |
| Participation rate | 93.3% | 82.9%+10.4pp | 81.5%+11.9pp | 80.3%+13.1pp |
| Annual return | 10.19% | 57.88%-47.7pp | 49.20%-39.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $13,757 | $4,419+211.3% | $3,942+249.0% | $4,660+195.2% |
| Participant deferral / active EE | $8,373 | $8,445-0.8% | $8,082+3.6% | $6,688+25.2% |
| Admin fee / account holder | $1,787 | $9,689-81.6% | $7,899-77.4% | $13,397-86.7% |