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 | $132,719 | $106,890+24.2% | $84,015+58.0% | $152,861-13.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 69.0%+31.0pp | 82.4%+17.6pp |
| Annual return | 26.88% | 104.99%-78.1pp | 71.31%-44.4pp | 345.32%-318.4pp |
| Employer contribution / active EE | $2,727 | $2,734-0.3% | $1,983+37.5% | $4,762-42.7% |
| Participant deferral / active EE | $4,602 | $4,011+14.7% | $3,239+42.1% | $5,850-21.3% |
| Admin fee / account holder | $1,401 | $8,285-83.1% | $6,101-77.0% | $11,596-87.9% |