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 | $139,752 | $102,966+35.7% | $90,281+54.8% | $152,861-8.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 21.33% | 95.16%-73.8pp | 78.10%-56.8pp | 345.32%-324.0pp |
| Employer contribution / active EE | $1,563 | $3,139-50.2% | $2,854-45.2% | $4,762-67.2% |
| Participant deferral / active EE | $13,545 | $4,281+216.4% | $3,885+248.6% | $5,850+131.5% |
| Admin fee / account holder | $8,592 | $6,171+39.2% | $5,351+60.6% | $11,596-25.9% |