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 | $135,062 | $159,901-15.5% | $146,958-8.1% | $145,922-7.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.56% | 98.13%-79.6pp | 418.34%-399.8pp | 561.29%-542.7pp |
| Employer contribution / active EE | $2,229 | $5,286-57.8% | $4,933-54.8% | $4,660-52.2% |
| Participant deferral / active EE | $7,175 | $8,428-14.9% | $8,070-11.1% | $6,688+7.3% |
| Admin fee / account holder | $1,102 | $15,044-92.7% | $12,998-91.5% | $13,397-91.8% |