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 | $118,224 | $112,096+5.5% | $95,952+23.2% | $158,922-25.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.46% | 171.09%-159.6pp | 91.61%-80.1pp | 302.83%-291.4pp |
| Employer contribution / active EE | $3,330 | $3,198+4.1% | $2,541+31.1% | $4,761-30.1% |
| Participant deferral / active EE | $6,483 | $4,784+35.5% | $4,167+55.6% | $5,982+8.4% |
| Admin fee / account holder | $2,762 | $10,130-72.7% | $6,795-59.3% | $11,246-75.4% |