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 | $137,849 | $118,849+16.0% | $96,562+42.8% | $167,490-17.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 9.47% | 50.49%-41.0pp | 37.78%-28.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $8,608 | $3,120+175.9% | $2,356+265.3% | $4,837+78.0% |
| Participant deferral / active EE | $5,267 | $4,616+14.1% | $3,849+36.8% | $6,341-16.9% |
| Admin fee / account holder | $7,324 | $8,065-9.2% | $6,181+18.5% | $12,309-40.5% |