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 | $122,305 | $152,587-19.8% | $125,175-2.3% | $152,861-20.0% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 26.62% | 54.84%-28.2pp | 43.79%-17.2pp | 345.32%-318.7pp |
| Employer contribution / active EE | $3,866 | $4,946-21.8% | $3,8650% | $4,762-18.8% |
| Participant deferral / active EE | $9,717 | $5,868+65.6% | $4,937+96.8% | $5,850+66.1% |
| Admin fee / account holder | $682 | $13,434-94.9% | $9,702-93.0% | $11,596-94.1% |