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 | $136,430 | $116,175+17.4% | $93,606+45.7% | $152,861-10.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 21.19% | 35.96%-14.8pp | 32.76%-11.6pp | 345.32%-324.1pp |
| Employer contribution / active EE | $6,113 | $3,218+90.0% | $2,718+124.9% | $4,762+28.4% |
| Participant deferral / active EE | $9,037 | $4,603+96.3% | $4,069+122.1% | $5,850+54.5% |
| Admin fee / account holder | $1,000 | $10,748-90.7% | $7,888-87.3% | $11,596-91.4% |