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 | $140,285 | $108,919+28.8% | $100,391+39.7% | $145,922-3.9% |
| Participation rate | 100.0% | 82.9%+17.1pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.15% | 57.88%-45.7pp | 49.20%-37.1pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,744 | $4,419-15.3% | $3,942-5.0% | $4,660-19.7% |
| Participant deferral / active EE | $9,276 | $8,445+9.8% | $8,082+14.8% | $6,688+38.7% |
| Admin fee / account holder | $1,371 | $9,689-85.9% | $7,899-82.6% | $13,397-89.8% |