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 | $125,392 | $114,381+9.6% | $107,525+16.6% | $142,382-11.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 76.91% | 242.71%-165.8pp | 181.32%-104.4pp | 217.08%-140.2pp |
| Employer contribution / active EE | $9,961 | $4,015+148.1% | $3,754+165.4% | $4,299+131.7% |
| Participant deferral / active EE | $4,270 | $5,564-23.3% | $5,116-16.5% | $6,507-34.4% |
| Admin fee / account holder | $664 | $9,860-93.3% | $8,919-92.6% | $12,624-94.7% |