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 7-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 | $146,808 | $118,849+23.5% | $96,562+52.0% | $167,490-12.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 12.54% | 50.49%-37.9pp | 37.78%-25.2pp | 478.56%-466.0pp |
| Employer contribution / active EE | $2,116 | $3,120-32.2% | $2,356-10.2% | $4,837-56.3% |
| Participant deferral / active EE | $3,508 | $4,616-24.0% | $3,849-8.8% | $6,341-44.7% |
| Admin fee / account holder | $642 | $8,065-92.0% | $6,181-89.6% | $12,309-94.8% |