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 | $140,624 | $156,846-10.3% | $121,098+16.1% | $139,434+0.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 13.81% | 1474.56%-1460.7pp | 985.75%-971.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $3,417 | $5,536-38.3% | $4,164-17.9% | $4,751-28.1% |
| Participant deferral / active EE | $6,861 | $4,844+41.6% | $4,080+68.2% | $6,710+2.2% |
| Admin fee / account holder | $6,726 | $6,946-3.2% | $5,644+19.2% | $11,403-41.0% |