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 | $130,151 | $102,966+26.4% | $90,281+44.2% | $152,861-14.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 20.98% | 95.16%-74.2pp | 78.10%-57.1pp | 345.32%-324.3pp |
| Employer contribution / active EE | $3,496 | $3,139+11.4% | $2,854+22.5% | $4,762-26.6% |
| Participant deferral / active EE | $13,904 | $4,281+224.7% | $3,885+257.9% | $5,850+137.7% |
| Admin fee / account holder | $4,525 | $6,171-26.7% | $5,351-15.4% | $11,596-61.0% |