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 | $127,798 | $110,809+15.3% | $86,874+47.1% | $167,490-23.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 71.6%+28.4pp | 82.1%+17.9pp |
| Annual return | 13.24% | 116.98%-103.7pp | 63.52%-50.3pp | 478.56%-465.3pp |
| Employer contribution / active EE | $1,238 | $3,244-61.8% | $2,495-50.4% | $4,837-74.4% |
| Participant deferral / active EE | $1,505 | $4,546-66.9% | $3,699-59.3% | $6,341-76.3% |
| Admin fee / account holder | $8,321 | $8,415-1.1% | $5,828+42.8% | $12,309-32.4% |