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 | $127,321 | $112,096+13.6% | $95,952+32.7% | $158,922-19.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 12.24% | 171.09%-158.9pp | 91.61%-79.4pp | 302.83%-290.6pp |
| Employer contribution / active EE | $14,106 | $3,198+341.1% | $2,541+455.2% | $4,761+196.3% |
| Participant deferral / active EE | $1,874 | $4,784-60.8% | $4,167-55.0% | $5,982-68.7% |
| Admin fee / account holder | $8,558 | $10,130-15.5% | $6,795+25.9% | $11,246-23.9% |