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 | $193,821 | $202,432-4.3% | $169,368+14.4% | $139,434+39.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.90% | 531.74%-514.8pp | 405.60%-388.7pp | 372.94%-356.0pp |
| Employer contribution / active EE | $2,000 | $4,692-57.4% | $4,013-50.2% | $4,751-57.9% |
| Participant deferral / active EE | $16,293 | $6,938+134.8% | $6,221+161.9% | $6,710+142.8% |
| Admin fee / account holder | $554 | $10,708-94.8% | $9,003-93.9% | $11,403-95.1% |