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 | $126,517 | $107,334+17.9% | $92,893+36.2% | $152,861-17.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 14.40% | 145.58%-131.2pp | 109.41%-95.0pp | 345.32%-330.9pp |
| Employer contribution / active EE | $3,000 | $4,221-28.9% | $3,653-17.9% | $4,762-37.0% |
| Participant deferral / active EE | $1,735 | $4,845-64.2% | $4,236-59.0% | $5,850-70.3% |
| Admin fee / account holder | $5,438 | $7,079-23.2% | $5,794-6.1% | $11,596-53.1% |