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 | $140,853 | $99,877+41.0% | $84,966+65.8% | $145,922-3.5% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 38.84% | 83.76%-44.9pp | 66.38%-27.5pp | 561.29%-522.4pp |
| Employer contribution / active EE | $1,374 | $3,231-57.5% | $2,727-49.6% | $4,660-70.5% |
| Participant deferral / active EE | $3,117 | $5,291-41.1% | $4,519-31.0% | $6,688-53.4% |
| Admin fee / account holder | $980 | $7,248-86.5% | $6,149-84.1% | $13,397-92.7% |