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 | $134,362 | $118,680+13.2% | $98,907+35.8% | $158,922-15.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 23.35% | 372.35%-349.0pp | 196.43%-173.1pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,834 | $3,333-15.0% | $2,689+5.4% | $4,761-40.5% |
| Participant deferral / active EE | $6,121 | $5,088+20.3% | $4,244+44.2% | $5,982+2.3% |
| Admin fee / account holder | $6,770 | $10,131-33.2% | $6,642+1.9% | $11,246-39.8% |