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 | $147,212 | $112,096+31.3% | $95,952+53.4% | $158,922-7.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.16% | 171.09%-158.9pp | 91.61%-79.5pp | 302.83%-290.7pp |
| Employer contribution / active EE | $1,500 | $3,198-53.1% | $2,541-41.0% | $4,761-68.5% |
| Participant deferral / active EE | $6,097 | $4,784+27.4% | $4,167+46.3% | $5,982+1.9% |
| Admin fee / account holder | $841 | $10,130-91.7% | $6,795-87.6% | $11,246-92.5% |