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 | $119,676 | $76,738+56.0% | $56,411+112.1% | $145,922-18.0% |
| Participation rate | 85.7% | 63.2%+22.5pp | 52.5%+33.2pp | 80.3%+5.4pp |
| Annual return | 17.21% | 2994.23%-2977.0pp | 1701.33%-1684.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $1,447 | $1,380+4.9% | $1,039+39.3% | $4,660-68.9% |
| Participant deferral / active EE | $10,230 | $2,623+290.1% | $1,952+424.1% | $6,688+53.0% |
| Admin fee / account holder | $1,209 | $3,334-63.7% | $2,829-57.3% | $13,397-91.0% |