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 | $138,759 | $109,817+26.4% | $98,442+41.0% | $167,490-17.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 73.3%+26.7pp | 82.1%+17.9pp |
| Annual return | 23.82% | 1956.69%-1932.9pp | 1492.73%-1468.9pp | 478.56%-454.7pp |
| Employer contribution / active EE | $1,637 | $3,224-49.2% | $2,960-44.7% | $4,837-66.2% |
| Participant deferral / active EE | $14,776 | $4,673+216.2% | $4,276+245.5% | $6,341+133.0% |
| Admin fee / account holder | $1,614 | $6,753-76.1% | $5,949-72.9% | $12,309-86.9% |