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 | $146,670 | $72,400+102.6% | $67,502+117.3% | $145,922+0.5% |
| Participation rate | 72.7% | 76.9%-4.1pp | 72.9%-0.1pp | 80.3%-7.5pp |
| Annual return | 10.50% | 7182.46%-7172.0pp | 3512.12%-3501.6pp | 561.29%-550.8pp |
| Employer contribution / active EE | $6,253 | $3,069+103.7% | $2,731+129.0% | $4,660+34.2% |
| Participant deferral / active EE | $5,793 | $4,783+21.1% | $4,000+44.8% | $6,688-13.4% |
| Admin fee / account holder | $3,019 | $5,539-45.5% | $3,998-24.5% | $13,397-77.5% |