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 | $122,520 | $115,770+5.8% | $101,248+21.0% | $158,922-22.9% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 13.76% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $907 | $4,175-78.3% | $3,660-75.2% | $4,761-80.9% |
| Participant deferral / active EE | $4,080 | $4,957-17.7% | $4,370-6.6% | $5,982-31.8% |
| Admin fee / account holder | $1,012 | $7,245-86.0% | $5,945-83.0% | $11,246-91.0% |