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 | $130,509 | $102,966+26.7% | $90,281+44.6% | $152,861-14.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 11.01% | 95.16%-84.1pp | 78.10%-67.1pp | 345.32%-334.3pp |
| Employer contribution / active EE | $5,209 | $3,139+66.0% | $2,854+82.5% | $4,762+9.4% |
| Participant deferral / active EE | $5,826 | $4,281+36.1% | $3,885+50.0% | $5,850-0.4% |
| Admin fee / account holder | $1,617 | $6,171-73.8% | $5,351-69.8% | $11,596-86.1% |