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 | $125,931 | $107,334+17.3% | $92,893+35.6% | $152,861-17.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.16% | 145.58%-127.4pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $4,902 | $4,221+16.1% | $3,653+34.2% | $4,762+2.9% |
| Participant deferral / active EE | $11,353 | $4,845+134.3% | $4,236+168.0% | $5,850+94.1% |
| Admin fee / account holder | $1,000 | $7,079-85.9% | $5,794-82.7% | $11,596-91.4% |