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 | $126,247 | $105,126+20.1% | $94,646+33.4% | $139,434-9.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 16.78% | 38.03%-21.3pp | 156.71%-139.9pp | 372.94%-356.2pp |
| Employer contribution / active EE | $5,277 | $4,106+28.5% | $3,672+43.7% | $4,751+11.1% |
| Participant deferral / active EE | $4,937 | $7,599-35.0% | $7,418-33.4% | $6,710-26.4% |
| Admin fee / account holder | $1,302 | $8,984-85.5% | $7,231-82.0% | $11,403-88.6% |