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 | $139,175 | $95,416+45.9% | $185,823-25.1% | $85,850+62.1% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 35.62% | 23.59%+12.0pp | 122.05%-86.4pp | 318.53%-282.9pp |
| Employer contribution / active EE | $3,819 | $3,314+15.3% | $5,167-26.1% | $2,565+48.9% |
| Participant deferral / active EE | $1,921 | $3,423-43.9% | $5,568-65.5% | $3,952-51.4% |
| Admin fee / account holder | $1,777 | $7,213-75.4% | $16,237-89.1% | $6,260-71.6% |