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 | $137,697 | $102,966+33.7% | $90,281+52.5% | $152,861-9.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.4%+17.6pp |
| Annual return | 23.19% | 95.16%-72.0pp | 78.10%-54.9pp | 345.32%-322.1pp |
| Employer contribution / active EE | $1,955 | $3,139-37.7% | $2,854-31.5% | $4,762-58.9% |
| Participant deferral / active EE | $3,235 | $4,281-24.4% | $3,885-16.7% | $5,850-44.7% |
| Admin fee / account holder | $2,296 | $6,171-62.8% | $5,351-57.1% | $11,596-80.2% |