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 | $94,112 | $90,348+4.2% | $75,972+23.9% | $145,922-35.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.11% | 620.88%-602.8pp | 359.55%-341.4pp | 561.29%-543.2pp |
| Employer contribution / active EE | $1,058 | $3,311-68.1% | $2,685-60.6% | $4,660-77.3% |
| Participant deferral / active EE | $7,572 | $5,162+46.7% | $4,255+77.9% | $6,688+13.2% |
| Admin fee / account holder | $16,182 | $8,467+91.1% | $6,467+150.2% | $13,397+20.8% |