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 | $157,935 | $107,934+46.3% | $91,989+71.7% | $152,861+3.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 17.12% | 89.24%-72.1pp | 69.02%-51.9pp | 345.32%-328.2pp |
| Employer contribution / active EE | $2,729 | $4,210-35.2% | $3,452-20.9% | $4,762-42.7% |
| Participant deferral / active EE | $6,938 | $6,364+9.0% | $5,923+17.1% | $5,850+18.6% |
| Admin fee / account holder | $3,111 | $10,520-70.4% | $7,743-59.8% | $11,596-73.2% |