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 | $140,137 | $109,327+28.2% | $89,391+56.8% | $158,922-11.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 16.02% | 345.68%-329.7pp | 245.62%-229.6pp | 302.83%-286.8pp |
| Employer contribution / active EE | $2,973 | $3,170-6.2% | $2,586+15.0% | $4,761-37.6% |
| Participant deferral / active EE | $8,883 | $4,598+93.2% | $3,890+128.4% | $5,982+48.5% |
| Admin fee / account holder | $2,945 | $6,153-52.1% | $4,881-39.7% | $11,246-73.8% |