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 | $138,850 | $115,770+19.9% | $101,248+37.1% | $158,922-12.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 34.62% | 56.14%-21.5pp | 46.47%-11.9pp | 302.83%-268.2pp |
| Employer contribution / active EE | $1,659 | $4,175-60.3% | $3,660-54.7% | $4,761-65.2% |
| Participant deferral / active EE | $2,794 | $4,957-43.6% | $4,370-36.1% | $5,982-53.3% |
| Admin fee / account holder | $326 | $7,245-95.5% | $5,945-94.5% | $11,246-97.1% |