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 | $137,253 | $72,071+90.4% | $68,368+100.8% | $137,2560% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 17.62% | 353.14%-335.5pp | 292.57%-275.0pp | 220.34%-202.7pp |
| Employer contribution / active EE | $2,063 | $2,788-26.0% | $2,649-22.1% | $4,156-50.4% |
| Participant deferral / active EE | $6,318 | $4,410+43.3% | $4,123+53.2% | $6,407-1.4% |
| Admin fee / account holder | $768 | $5,336-85.6% | $5,150-85.1% | $12,270-93.7% |