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 | $136,295 | $133,922+1.8% | $116,228+17.3% | $142,382-4.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.18% | 147.76%-132.6pp | 90.06%-74.9pp | 217.08%-201.9pp |
| Employer contribution / active EE | $2,228 | $3,446-35.3% | $2,994-25.6% | $4,299-48.2% |
| Participant deferral / active EE | $11,908 | $5,672+109.9% | $4,953+140.4% | $6,507+83.0% |
| Admin fee / account holder | $971 | $14,945-93.5% | $11,989-91.9% | $12,624-92.3% |