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 | $137,626 | $99,877+37.8% | $84,966+62.0% | $145,922-5.7% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 15.40% | 83.76%-68.4pp | 66.38%-51.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $6,889 | $3,231+113.2% | $2,727+152.6% | $4,660+47.8% |
| Participant deferral / active EE | $7,281 | $5,291+37.6% | $4,519+61.1% | $6,688+8.9% |
| Admin fee / account holder | $558 | $7,248-92.3% | $6,149-90.9% | $13,397-95.8% |