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 | $151,734 | $107,334+41.4% | $92,893+63.3% | $152,861-0.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.65% | 145.58%-123.9pp | 109.41%-87.8pp | 345.32%-323.7pp |
| Employer contribution / active EE | $2,356 | $4,221-44.2% | $3,653-35.5% | $4,762-50.5% |
| Participant deferral / active EE | $3,095 | $4,845-36.1% | $4,236-26.9% | $5,850-47.1% |
| Admin fee / account holder | $4,862 | $7,079-31.3% | $5,794-16.1% | $11,596-58.1% |