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 | $122,635 | $105,998+15.7% | $92,233+33.0% | $147,584-16.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 22.31% | 50.05%-27.7pp | 176.28%-154.0pp | 578.55%-556.2pp |
| Employer contribution / active EE | $1,847 | $4,333-57.4% | $3,679-49.8% | $4,876-62.1% |
| Participant deferral / active EE | $2,674 | $4,478-40.3% | $3,897-31.4% | $5,439-50.8% |
| Admin fee / account holder | $618 | $6,332-90.2% | $5,194-88.1% | $10,885-94.3% |