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 | $158,387 | $102,966+53.8% | $90,281+75.4% | $152,861+3.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 29.38% | 95.16%-65.8pp | 78.10%-48.7pp | 345.32%-315.9pp |
| Employer contribution / active EE | $17,173 | $3,139+447.1% | $2,854+501.6% | $4,762+260.6% |
| Participant deferral / active EE | $9,023 | $4,281+110.7% | $3,885+132.2% | $5,850+54.2% |
| Admin fee / account holder | $971 | $6,171-84.3% | $5,351-81.9% | $11,596-91.6% |