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 | $113,930 | $69,207+64.6% | $64,056+77.9% | $139,434-18.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 15.33% | 45.88%-30.6pp | 33.69%-18.4pp | 372.94%-357.6pp |
| Employer contribution / active EE | $5,705 | $3,182+79.3% | $2,747+107.7% | $4,751+20.1% |
| Participant deferral / active EE | $8,688 | $4,682+85.6% | $3,880+123.9% | $6,710+29.5% |
| Admin fee / account holder | $11,514 | $4,244+171.3% | $3,068+275.3% | $11,403+1.0% |