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 | $159,390 | $149,040+6.9% | $120,225+32.6% | $137,256+16.1% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.40% | 605.68%-592.3pp | 439.23%-425.8pp | 220.34%-206.9pp |
| Employer contribution / active EE | $8,857 | $4,350+103.6% | $3,475+154.8% | $4,156+113.1% |
| Participant deferral / active EE | $3,172 | $4,655-31.9% | $3,999-20.7% | $6,407-50.5% |
| Admin fee / account holder | $1,045 | $6,348-83.5% | $5,696-81.7% | $12,270-91.5% |