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 | $148,110 | $210,648-29.7% | $177,989-16.8% | $145,922+1.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 17.41% | 385.86%-368.4pp | 294.48%-277.1pp | 561.29%-543.9pp |
| Employer contribution / active EE | $989 | $4,565-78.3% | $3,949-75.0% | $4,660-78.8% |
| Participant deferral / active EE | $10,000 | $6,958+43.7% | $6,276+59.3% | $6,688+49.5% |
| Admin fee / account holder | $4,210 | $12,013-65.0% | $10,363-59.4% | $13,397-68.6% |