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 3-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 | $129,491 | $210,648-38.5% | $177,989-27.2% | $145,922-11.3% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 10.42% | 385.86%-375.4pp | 294.48%-284.1pp | 561.29%-550.9pp |
| Employer contribution / active EE | $3,659 | $4,565-19.8% | $3,949-7.3% | $4,660-21.5% |
| Participant deferral / active EE | $10,394 | $6,958+49.4% | $6,276+65.6% | $6,688+55.4% |
| Admin fee / account holder | $2,060 | $12,013-82.9% | $10,363-80.1% | $13,397-84.6% |