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 | $134,250 | $109,982+22.1% | $97,226+38.1% | $145,922-8.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.90% | 242.90%-227.0pp | 75.13%-59.2pp | 561.29%-545.4pp |
| Employer contribution / active EE | $1,063 | $3,084-65.5% | $2,729-61.0% | $4,660-77.2% |
| Participant deferral / active EE | $2,212 | $4,676-52.7% | $4,264-48.1% | $6,688-66.9% |
| Admin fee / account holder | $1,029 | $6,221-83.5% | $5,654-81.8% | $13,397-92.3% |