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 | $133,207 | $99,877+33.4% | $84,966+56.8% | $145,922-8.7% |
| Participation rate | 86.4% | 74.1%+12.3pp | 67.5%+18.9pp | 80.3%+6.1pp |
| Annual return | 24.46% | 83.76%-59.3pp | 66.38%-41.9pp | 561.29%-536.8pp |
| Employer contribution / active EE | $2,451 | $3,231-24.1% | $2,727-10.1% | $4,660-47.4% |
| Participant deferral / active EE | $10,610 | $5,291+100.6% | $4,519+134.8% | $6,688+58.7% |
| Admin fee / account holder | $30,838 | $7,248+325.5% | $6,149+401.5% | $13,397+130.2% |