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 | $128,969 | $132,634-2.8% | $115,768+11.4% | $137,256-6.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 14.30% | 160.70%-146.4pp | 100.46%-86.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $8,295 | $3,360+146.9% | $2,940+182.1% | $4,156+99.6% |
| Participant deferral / active EE | $5,690 | $5,619+1.3% | $4,917+15.7% | $6,407-11.2% |
| Admin fee / account holder | $2,394 | $15,028-84.1% | $12,439-80.8% | $12,270-80.5% |