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 | $125,582 | $109,327+14.9% | $89,391+40.5% | $158,922-21.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 11.21% | 345.68%-334.5pp | 245.62%-234.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $2,176 | $3,170-31.4% | $2,586-15.8% | $4,761-54.3% |
| Participant deferral / active EE | $3,178 | $4,598-30.9% | $3,890-18.3% | $5,982-46.9% |
| Admin fee / account holder | $2,386 | $6,153-61.2% | $4,881-51.1% | $11,246-78.8% |