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 | $115,766 | $102,966+12.4% | $90,281+28.2% | $152,861-24.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.71% | 95.16%-74.5pp | 78.10%-57.4pp | 345.32%-324.6pp |
| Employer contribution / active EE | $7,755 | $3,139+147.1% | $2,854+171.7% | $4,762+62.9% |
| Participant deferral / active EE | $8,677 | $4,281+102.7% | $3,885+123.3% | $5,850+48.3% |
| Admin fee / account holder | $14,243 | $6,171+130.8% | $5,351+166.2% | $11,596+22.8% |