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 | $109,683 | $107,334+2.2% | $92,893+18.1% | $152,861-28.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.52% | 145.58%-127.1pp | 109.41%-90.9pp | 345.32%-326.8pp |
| Employer contribution / active EE | $2,166 | $4,221-48.7% | $3,653-40.7% | $4,762-54.5% |
| Participant deferral / active EE | $7,059 | $4,845+45.7% | $4,236+66.6% | $5,850+20.7% |
| Admin fee / account holder | $2,238 | $7,079-68.4% | $5,794-61.4% | $11,596-80.7% |