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 | $136,531 | $96,635+41.3% | $86,612+57.6% | $139,434-2.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 16.76% | 106.41%-89.6pp | 591.07%-574.3pp | 372.94%-356.2pp |
| Employer contribution / active EE | $3,829 | $3,263+17.3% | $3,022+26.7% | $4,751-19.4% |
| Participant deferral / active EE | $14,638 | $4,836+202.7% | $4,438+229.9% | $6,710+118.1% |
| Admin fee / account holder | $3,597 | $6,408-43.9% | $5,614-35.9% | $11,403-68.5% |