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 | $129,491 | $77,419+67.3% | $69,455+86.4% | $152,861-15.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 30.17% | 39.06%-8.9pp | 28.97%+1.2pp | 345.32%-315.1pp |
| Employer contribution / active EE | $24,375 | $3,315+635.2% | $2,779+777.1% | $4,762+411.8% |
| Participant deferral / active EE | $24,988 | $4,414+466.2% | $3,535+606.8% | $5,850+327.1% |
| Admin fee / account holder | $518 | $6,207-91.7% | $3,839-86.5% | $11,596-95.5% |