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 | $146,110 | $132,634+10.2% | $115,768+26.2% | $137,256+6.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 13.77% | 160.70%-146.9pp | 100.46%-86.7pp | 220.34%-206.6pp |
| Employer contribution / active EE | $3,738 | $3,360+11.3% | $2,940+27.1% | $4,156-10.1% |
| Participant deferral / active EE | $2,765 | $5,619-50.8% | $4,917-43.8% | $6,407-56.8% |
| Admin fee / account holder | $29,701 | $15,028+97.6% | $12,439+138.8% | $12,270+142.1% |