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 | $135,384 | $102,966+31.5% | $90,281+50.0% | $152,861-11.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 25.34% | 95.16%-69.8pp | 78.10%-52.8pp | 345.32%-320.0pp |
| Employer contribution / active EE | $2,864 | $3,139-8.8% | $2,854+0.3% | $4,762-39.9% |
| Participant deferral / active EE | $8,129 | $4,281+89.9% | $3,885+109.2% | $5,850+39.0% |
| Admin fee / account holder | $968 | $6,171-84.3% | $5,351-81.9% | $11,596-91.7% |