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 | $143,356 | $91,190+57.2% | $178,490-19.7% | $79,858+79.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 12.15% | 24.19%-12.0pp | 151.07%-138.9pp | 31.71%-19.6pp |
| Employer contribution / active EE | $7,753 | $3,256+138.1% | $5,011+54.7% | $2,471+213.8% |
| Participant deferral / active EE | $5,576 | $3,236+72.3% | $5,202+7.2% | $3,740+49.1% |
| Admin fee / account holder | $989 | $6,751-85.3% | $13,984-92.9% | $5,306-81.4% |