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 | $119,262 | $107,334+11.1% | $92,893+28.4% | $152,861-22.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 25.73% | 145.58%-119.8pp | 109.41%-83.7pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,853 | $4,221-56.1% | $3,653-49.3% | $4,762-61.1% |
| Participant deferral / active EE | $1,728 | $4,845-64.3% | $4,236-59.2% | $5,850-70.5% |
| Admin fee / account holder | $416 | $7,079-94.1% | $5,794-92.8% | $11,596-96.4% |