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 | $135,619 | $112,096+21.0% | $95,952+41.3% | $158,922-14.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.37% | 171.09%-159.7pp | 91.61%-80.2pp | 302.83%-291.5pp |
| Employer contribution / active EE | $4,068 | $3,198+27.2% | $2,541+60.1% | $4,761-14.6% |
| Participant deferral / active EE | $4,678 | $4,784-2.2% | $4,167+12.3% | $5,982-21.8% |
| Admin fee / account holder | $5,252 | $10,130-48.2% | $6,795-22.7% | $11,246-53.3% |