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 | $124,268 | $95,266+30.4% | $82,389+50.8% | $142,382-12.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 19.91% | 25.74%-5.8pp | 28.67%-8.8pp | 217.08%-197.2pp |
| Employer contribution / active EE | $7,535 | $2,991+151.9% | $2,517+199.3% | $4,299+75.3% |
| Participant deferral / active EE | $12,363 | $4,809+157.1% | $4,155+197.6% | $6,507+90.0% |
| Admin fee / account holder | $610 | $8,563-92.9% | $7,231-91.6% | $12,624-95.2% |