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 | $137,266 | $118,680+15.7% | $98,907+38.8% | $158,922-13.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 16.12% | 372.35%-356.2pp | 196.43%-180.3pp | 302.83%-286.7pp |
| Employer contribution / active EE | $6,752 | $3,333+102.6% | $2,689+151.1% | $4,761+41.8% |
| Participant deferral / active EE | $8,502 | $5,088+67.1% | $4,244+100.3% | $5,982+42.1% |
| Admin fee / account holder | $469 | $10,131-95.4% | $6,642-92.9% | $11,246-95.8% |