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 | $116,611 | $118,849-1.9% | $96,562+20.8% | $167,490-30.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.15% | 50.49%-38.3pp | 37.78%-25.6pp | 478.56%-466.4pp |
| Employer contribution / active EE | $3,992 | $3,120+28.0% | $2,356+69.4% | $4,837-17.5% |
| Participant deferral / active EE | $8,240 | $4,616+78.5% | $3,849+114.1% | $6,341+29.9% |
| Admin fee / account holder | $9,459 | $8,065+17.3% | $6,181+53.0% | $12,309-23.2% |