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 | $138,988 | $115,770+20.1% | $101,248+37.3% | $158,922-12.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.36% | 56.14%-46.8pp | 46.47%-37.1pp | 302.83%-293.5pp |
| Employer contribution / active EE | $10,420 | $4,175+149.6% | $3,660+184.7% | $4,761+118.8% |
| Participant deferral / active EE | $5,218 | $4,957+5.3% | $4,370+19.4% | $5,982-12.8% |
| Admin fee / account holder | $5,456 | $7,245-24.7% | $5,945-8.2% | $11,246-51.5% |