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 | $120,908 | $111,724+8.2% | $93,606+29.2% | $145,922-17.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 30.54% | 202.98%-172.4pp | 133.20%-102.7pp | 561.29%-530.7pp |
| Employer contribution / active EE | $2,930 | $3,090-5.2% | $2,420+21.1% | $4,660-37.1% |
| Participant deferral / active EE | $13,761 | $4,912+180.2% | $4,411+211.9% | $6,688+105.8% |
| Admin fee / account holder | $1,469 | $10,250-85.7% | $8,285-82.3% | $13,397-89.0% |