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 | $130,094 | $102,966+26.3% | $90,281+44.1% | $152,861-14.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.55% | 95.16%-74.6pp | 78.10%-57.5pp | 345.32%-324.8pp |
| Employer contribution / active EE | $5,302 | $3,139+68.9% | $2,854+85.7% | $4,762+11.3% |
| Participant deferral / active EE | $12,274 | $4,281+186.7% | $3,885+215.9% | $5,850+109.8% |
| Admin fee / account holder | $5,569 | $6,171-9.8% | $5,351+4.1% | $11,596-52.0% |