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 | $118,888 | $111,754+6.4% | $103,333+15.1% | $145,922-18.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 77.77% | 24.77%+53.0pp | 24.88%+52.9pp | 561.29%-483.5pp |
| Employer contribution / active EE | $11,725 | $4,212+178.3% | $3,868+203.1% | $4,660+151.6% |
| Participant deferral / active EE | $3,071 | $5,619-45.3% | $5,057-39.3% | $6,688-54.1% |
| Admin fee / account holder | $8,943 | $9,750-8.3% | $8,355+7.0% | $13,397-33.2% |