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 | $122,797 | $104,664+17.3% | $85,682+43.3% | $167,490-26.7% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 15.69% | 21.45%-5.8pp | 21.49%-5.8pp | 478.56%-462.9pp |
| Employer contribution / active EE | $5,354 | $3,337+60.5% | $2,618+104.5% | $4,837+10.7% |
| Participant deferral / active EE | $8,425 | $4,824+74.6% | $3,923+114.8% | $6,341+32.9% |
| Admin fee / account holder | $884 | $10,032-91.2% | $6,873-87.1% | $12,309-92.8% |