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 | $146,394 | $100,773+45.3% | $88,946+64.6% | $142,382+2.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.23% | 70.18%-57.0pp | 57.82%-44.6pp | 217.08%-203.8pp |
| Employer contribution / active EE | $4,105 | $2,918+40.7% | $2,555+60.7% | $4,299-4.5% |
| Participant deferral / active EE | $7,474 | $5,230+42.9% | $4,581+63.1% | $6,507+14.9% |
| Admin fee / account holder | $2,380 | $9,693-75.4% | $8,261-71.2% | $12,624-81.1% |