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 | $120,866 | $81,208+48.8% | $98,907+22.2% | $79,858+51.4% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 15.28% | 60.99%-45.7pp | 196.43%-181.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $1,081 | $1,960-44.8% | $2,689-59.8% | $2,471-56.2% |
| Participant deferral / active EE | $4,414 | $3,265+35.2% | $4,244+4.0% | $3,740+18.0% |
| Admin fee / account holder | $1,741 | $6,013-71.0% | $6,642-73.8% | $5,306-67.2% |