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 | $133,444 | $74,888+78.2% | $71,209+87.4% | $142,382-6.3% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.76% | 345.14%-329.4pp | 282.51%-266.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,738 | $2,854-4.1% | $2,721+0.6% | $4,299-36.3% |
| Participant deferral / active EE | $11,728 | $4,454+163.3% | $4,175+180.9% | $6,507+80.2% |
| Admin fee / account holder | $7,262 | $5,568+30.4% | $5,349+35.8% | $12,624-42.5% |