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 | $126,990 | $121,625+4.4% | $104,607+21.4% | $158,922-20.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 16.73% | 465.26%-448.5pp | 340.46%-323.7pp | 302.83%-286.1pp |
| Employer contribution / active EE | $2,573 | $3,163-18.7% | $2,681-4.0% | $4,761-46.0% |
| Participant deferral / active EE | $8,910 | $4,177+113.3% | $3,740+138.3% | $5,982+48.9% |
| Admin fee / account holder | $1,117 | $7,787-85.7% | $6,473-82.7% | $11,246-90.1% |