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 | $130,127 | $74,888+73.8% | $71,209+82.7% | $142,382-8.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 15.77% | 345.14%-329.4pp | 282.51%-266.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $4,041 | $2,854+41.6% | $2,721+48.5% | $4,299-6.0% |
| Participant deferral / active EE | $7,830 | $4,454+75.8% | $4,175+87.5% | $6,507+20.3% |
| Admin fee / account holder | $3,455 | $5,568-38.0% | $5,349-35.4% | $12,624-72.6% |