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 | $125,451 | $74,888+67.5% | $71,209+76.2% | $142,382-11.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 73.8%+12.0pp | 80.1%+5.6pp |
| Annual return | 15.04% | 345.14%-330.1pp | 282.51%-267.5pp | 217.08%-202.0pp |
| Employer contribution / active EE | $2,640 | $2,854-7.5% | $2,721-3.0% | $4,299-38.6% |
| Participant deferral / active EE | $8,640 | $4,454+94.0% | $4,175+106.9% | $6,507+32.8% |
| Admin fee / account holder | $60,748 | $5,568+991.0% | $5,349+1035.7% | $12,624+381.2% |