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 | $126,679 | $107,934+17.4% | $91,989+37.7% | $152,861-17.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 21.62% | 89.24%-67.6pp | 69.02%-47.4pp | 345.32%-323.7pp |
| Employer contribution / active EE | $1,475 | $4,210-65.0% | $3,452-57.3% | $4,762-69.0% |
| Participant deferral / active EE | $2,586 | $6,364-59.4% | $5,923-56.3% | $5,850-55.8% |
| Admin fee / account holder | $34,078 | $10,520+223.9% | $7,743+340.1% | $11,596+193.9% |