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 | $112,319 | $112,881-0.5% | $90,951+23.5% | $158,922-29.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.05% | 215.79%-198.7pp | 134.60%-117.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $3,837 | $2,893+32.6% | $2,122+80.8% | $4,761-19.4% |
| Participant deferral / active EE | $6,476 | $4,128+56.9% | $3,373+92.0% | $5,982+8.3% |
| Admin fee / account holder | $977 | $8,041-87.9% | $5,959-83.6% | $11,246-91.3% |