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 | $122,103 | $105,181+16.1% | $159,436-23.4% | $85,850+42.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.32% | 45.07%-29.8pp | 263.57%-248.2pp | 318.53%-303.2pp |
| Employer contribution / active EE | $6,270 | $3,318+89.0% | $4,829+29.8% | $2,565+144.5% |
| Participant deferral / active EE | $4,054 | $5,945-31.8% | $7,352-44.9% | $3,952+2.6% |
| Admin fee / account holder | $1,853 | $6,933-73.3% | $10,799-82.8% | $6,260-70.4% |