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 | $131,267 | $112,096+17.1% | $95,952+36.8% | $158,922-17.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 22.80% | 171.09%-148.3pp | 91.61%-68.8pp | 302.83%-280.0pp |
| Employer contribution / active EE | $12,158 | $3,198+280.2% | $2,541+378.5% | $4,761+155.4% |
| Participant deferral / active EE | $5,521 | $4,784+15.4% | $4,167+32.5% | $5,982-7.7% |
| Admin fee / account holder | $10,154 | $10,130+0.2% | $6,795+49.4% | $11,246-9.7% |