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 | $121,044 | $84,696+42.9% | $75,696+59.9% | $167,490-27.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 16.96% | 199.36%-182.4pp | 104.53%-87.6pp | 478.56%-461.6pp |
| Employer contribution / active EE | $5,131 | $3,230+58.9% | $2,743+87.1% | $4,837+6.1% |
| Participant deferral / active EE | $2,493 | $4,580-45.6% | $3,821-34.8% | $6,341-60.7% |
| Admin fee / account holder | $16,115 | $5,355+200.9% | $3,619+345.3% | $12,309+30.9% |