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 | $136,568 | $107,334+27.2% | $92,893+47.0% | $152,861-10.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 18.13% | 145.58%-127.5pp | 109.41%-91.3pp | 345.32%-327.2pp |
| Employer contribution / active EE | $8,672 | $4,221+105.5% | $3,653+137.4% | $4,762+82.1% |
| Participant deferral / active EE | $5,948 | $4,845+22.8% | $4,236+40.4% | $5,850+1.7% |
| Admin fee / account holder | $2,811 | $7,079-60.3% | $5,794-51.5% | $11,596-75.8% |