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 | $120,909 | $100,901+19.8% | $75,670+59.8% | $147,584-18.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 72.3%+27.7pp | 82.8%+17.2pp |
| Annual return | 12.00% | 35.78%-23.8pp | 27.34%-15.3pp | 578.55%-566.6pp |
| Employer contribution / active EE | $6,467 | $3,253+98.8% | $2,352+175.0% | $4,876+32.6% |
| Participant deferral / active EE | $5,900 | $4,027+46.5% | $3,142+87.8% | $5,439+8.5% |
| Admin fee / account holder | $3,763 | $11,285-66.7% | $5,800-35.1% | $10,885-65.4% |