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 | $127,861 | $133,922-4.5% | $116,228+10.0% | $142,382-10.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.6%+25.4pp | 80.1%+19.9pp |
| Annual return | 15.59% | 147.76%-132.2pp | 90.06%-74.5pp | 217.08%-201.5pp |
| Employer contribution / active EE | $3,027 | $3,446-12.2% | $2,994+1.1% | $4,299-29.6% |
| Participant deferral / active EE | $9,052 | $5,672+59.6% | $4,953+82.8% | $6,507+39.1% |
| Admin fee / account holder | $1,021 | $14,945-93.2% | $11,989-91.5% | $12,624-91.9% |