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 | $146,030 | $99,877+46.2% | $84,966+71.9% | $145,922+0.1% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 17.49% | 83.76%-66.3pp | 66.38%-48.9pp | 561.29%-543.8pp |
| Employer contribution / active EE | $2,284 | $3,231-29.3% | $2,727-16.3% | $4,660-51.0% |
| Participant deferral / active EE | $9,840 | $5,291+86.0% | $4,519+117.7% | $6,688+47.1% |
| Admin fee / account holder | $551 | $7,248-92.4% | $6,149-91.0% | $13,397-95.9% |