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 | $147,946 | $104,907+41.0% | $84,611+74.9% | $152,861-3.2% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.4%+17.6pp |
| Annual return | 15.14% | 373.79%-358.7pp | 258.74%-243.6pp | 345.32%-330.2pp |
| Employer contribution / active EE | $2,184 | $3,302-33.9% | $2,652-17.7% | $4,762-54.1% |
| Participant deferral / active EE | $8,908 | $4,688+90.0% | $3,899+128.5% | $5,850+52.3% |
| Admin fee / account holder | $1,497 | $6,241-76.0% | $4,912-69.5% | $11,596-87.1% |