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 | $132,813 | $180,449-26.4% | $154,107-13.8% | $135,375-1.9% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 3.22% | 888.09%-884.9pp | 735.12%-731.9pp | 519.73%-516.5pp |
| Employer contribution / active EE | $12,257 | $6,035+103.1% | $5,298+131.4% | $4,779+156.5% |
| Participant deferral / active EE | $8,046 | $5,806+38.6% | $5,081+58.4% | $5,609+43.4% |
| Admin fee / account holder | $2,000 | $16,143-87.6% | $13,411-85.1% | $10,827-81.5% |