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 | $146,683 | $102,604+43.0% | $86,188+70.2% | $139,434+5.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 17.25% | 1922.51%-1905.3pp | 1168.45%-1151.2pp | 372.94%-355.7pp |
| Employer contribution / active EE | $2,513 | $3,032-17.1% | $2,380+5.6% | $4,751-47.1% |
| Participant deferral / active EE | $8,495 | $4,676+81.7% | $3,985+113.2% | $6,710+26.6% |
| Admin fee / account holder | $1,589 | $8,657-81.6% | $6,852-76.8% | $11,403-86.1% |