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 | $127,071 | $107,334+18.4% | $92,893+36.8% | $152,861-16.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 15.98% | 145.58%-129.6pp | 109.41%-93.4pp | 345.32%-329.3pp |
| Employer contribution / active EE | $4,471 | $4,221+5.9% | $3,653+22.4% | $4,762-6.1% |
| Participant deferral / active EE | $7,911 | $4,845+63.3% | $4,236+86.7% | $5,850+35.2% |
| Admin fee / account holder | $8,760 | $7,079+23.7% | $5,794+51.2% | $11,596-24.5% |