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 | $124,231 | $118,680+4.7% | $98,907+25.6% | $158,922-21.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 7.48% | 372.35%-364.9pp | 196.43%-188.9pp | 302.83%-295.3pp |
| Employer contribution / active EE | $2,722 | $3,333-18.3% | $2,689+1.2% | $4,761-42.8% |
| Participant deferral / active EE | $4,727 | $5,088-7.1% | $4,244+11.4% | $5,982-21.0% |
| Admin fee / account holder | $1,205 | $10,131-88.1% | $6,642-81.9% | $11,246-89.3% |