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 | $145,967 | $126,519+15.4% | $106,201+37.4% | $145,9590% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 12.38% | 225.10%-212.7pp | 116.26%-103.9pp | 561.95%-549.6pp |
| Employer contribution / active EE | $3,857 | $3,726+3.5% | $3,170+21.7% | $4,661-17.2% |
| Participant deferral / active EE | $4,409 | $5,716-22.9% | $5,012-12.0% | $6,689-34.1% |
| Admin fee / account holder | $7,085 | $17,312-59.1% | $11,039-35.8% | $13,398-47.1% |