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 | $129,048 | $105,126+22.8% | $94,646+36.3% | $139,434-7.4% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 21.47% | 38.03%-16.6pp | 156.71%-135.2pp | 372.94%-351.5pp |
| Employer contribution / active EE | $4,324 | $4,106+5.3% | $3,672+17.8% | $4,751-9.0% |
| Participant deferral / active EE | $9,917 | $7,599+30.5% | $7,418+33.7% | $6,710+47.8% |
| Admin fee / account holder | $3,316 | $8,984-63.1% | $7,231-54.1% | $11,403-70.9% |