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 | $140,209 | $168,632-16.9% | $147,614-5.0% | $125,391+11.8% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 4.59% | 77.65%-73.1pp | 61.98%-57.4pp | 282.22%-277.6pp |
| Employer contribution / active EE | $16,701 | $6,252+167.1% | $5,564+200.1% | $4,866+243.2% |
| Participant deferral / active EE | $11,838 | $5,507+115.0% | $4,895+141.8% | $5,352+121.2% |
| Admin fee / account holder | $12,557 | $13,580-7.5% | $11,611+8.1% | $9,540+31.6% |