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 | $149,744 | $104,974+42.6% | $95,585+56.7% | $142,382+5.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 20.60% | 210.33%-189.7pp | 38.56%-18.0pp | 217.08%-196.5pp |
| Employer contribution / active EE | $5,602 | $2,779+101.6% | $2,527+121.7% | $4,299+30.3% |
| Participant deferral / active EE | $9,620 | $4,352+121.0% | $4,023+139.1% | $6,507+47.8% |
| Admin fee / account holder | $5,062 | $6,386-20.7% | $6,127-17.4% | $12,624-59.9% |