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 | $125,955 | $157,256-19.9% | $141,162-10.8% | $152,861-17.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 62.00% | 64.32%-2.3pp | 71.39%-9.4pp | 345.32%-283.3pp |
| Employer contribution / active EE | $3,522 | $5,261-33.1% | $4,735-25.6% | $4,762-26.0% |
| Participant deferral / active EE | $10,548 | $7,109+48.4% | $6,709+57.2% | $5,850+80.3% |
| Admin fee / account holder | $20,243 | $12,120+67.0% | $10,261+97.3% | $11,596+74.6% |