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 | $141,689 | $109,327+29.6% | $89,391+58.5% | $158,922-10.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 13.83% | 345.68%-331.8pp | 245.62%-231.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $1,915 | $3,170-39.6% | $2,586-25.9% | $4,761-59.8% |
| Participant deferral / active EE | $6,415 | $4,598+39.5% | $3,890+64.9% | $5,982+7.2% |
| Admin fee / account holder | $8,724 | $6,153+41.8% | $4,881+78.7% | $11,246-22.4% |