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 | $112,394 | $198,466-43.4% | $170,442-34.1% | $147,584-23.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.94% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.6pp |
| Employer contribution / active EE | $8,347 | $6,184+35.0% | $5,433+53.6% | $4,876+71.2% |
| Participant deferral / active EE | $7,638 | $5,629+35.7% | $4,939+54.6% | $5,439+40.4% |
| Admin fee / account holder | $858 | $16,852-94.9% | $13,880-93.8% | $10,885-92.1% |