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 | $146,967 | $102,966+42.7% | $90,281+62.8% | $152,861-3.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 15.83% | 95.16%-79.3pp | 78.10%-62.3pp | 345.32%-329.5pp |
| Employer contribution / active EE | $5,123 | $3,139+63.2% | $2,854+79.5% | $4,762+7.6% |
| Participant deferral / active EE | $18,804 | $4,281+339.2% | $3,885+384.0% | $5,850+221.4% |
| Admin fee / account holder | $12,914 | $6,171+109.3% | $5,351+141.3% | $11,596+11.4% |