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 | $122,818 | $110,261+11.4% | $95,745+28.3% | $139,434-11.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 13.53% | 27.11%-13.6pp | 28.35%-14.8pp | 372.94%-359.4pp |
| Employer contribution / active EE | $10,633 | $3,257+226.4% | $2,835+275.1% | $4,751+123.8% |
| Participant deferral / active EE | $8,157 | $4,676+74.4% | $4,245+92.2% | $6,710+21.6% |
| Admin fee / account holder | $408 | $6,613-93.8% | $5,678-92.8% | $11,403-96.4% |