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 | $141,254 | $117,983+19.7% | $101,794+38.8% | $142,382-0.8% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 10.98% | 36.92%-25.9pp | 30.53%-19.5pp | 217.08%-206.1pp |
| Employer contribution / active EE | $5,000 | $2,773+80.3% | $2,289+118.4% | $4,299+16.3% |
| Participant deferral / active EE | $11,856 | $4,714+151.5% | $4,084+190.3% | $6,507+82.2% |
| Admin fee / account holder | $5,975 | $10,433-42.7% | $8,777-31.9% | $12,624-52.7% |