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 | $115,795 | $108,919+6.3% | $100,391+15.3% | $145,922-20.6% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.08% | 57.88%-45.8pp | 49.20%-37.1pp | 561.29%-549.2pp |
| Employer contribution / active EE | $2,064 | $4,419-53.3% | $3,942-47.6% | $4,660-55.7% |
| Participant deferral / active EE | $8,219 | $8,445-2.7% | $8,082+1.7% | $6,688+22.9% |
| Admin fee / account holder | $573 | $9,689-94.1% | $7,899-92.7% | $13,397-95.7% |