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 | $96,425 | $100,773-4.3% | $88,946+8.4% | $142,382-32.3% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 17.41% | 70.18%-52.8pp | 57.82%-40.4pp | 217.08%-199.7pp |
| Employer contribution / active EE | $3,827 | $2,918+31.2% | $2,555+49.8% | $4,299-11.0% |
| Participant deferral / active EE | $11,733 | $5,230+124.3% | $4,581+156.1% | $6,507+80.3% |
| Admin fee / account holder | $657 | $9,693-93.2% | $8,261-92.0% | $12,624-94.8% |