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 | $131,877 | $99,020+33.2% | $86,590+52.3% | $147,584-10.6% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.69% | 1312.34%-1298.6pp | 964.84%-951.2pp | 578.55%-564.9pp |
| Employer contribution / active EE | $6,633 | $3,132+111.8% | $2,839+133.6% | $4,876+36.0% |
| Participant deferral / active EE | $7,706 | $3,972+94.0% | $3,609+113.6% | $5,439+41.7% |
| Admin fee / account holder | $4,150 | $5,710-27.3% | $4,906-15.4% | $10,885-61.9% |