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 | $124,726 | $114,381+9.0% | $107,525+16.0% | $142,382-12.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 131.63% | 242.71%-111.1pp | 181.32%-49.7pp | 217.08%-85.4pp |
| Employer contribution / active EE | $10,475 | $4,015+160.9% | $3,754+179.1% | $4,299+143.7% |
| Participant deferral / active EE | $4,258 | $5,564-23.5% | $5,116-16.8% | $6,507-34.6% |
| Admin fee / account holder | $1,142 | $9,860-88.4% | $8,919-87.2% | $12,624-91.0% |