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 | $145,009 | $109,982+31.8% | $97,226+49.1% | $145,922-0.6% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 15.75% | 242.90%-227.2pp | 75.13%-59.4pp | 561.29%-545.5pp |
| Employer contribution / active EE | $3,829 | $3,084+24.2% | $2,729+40.3% | $4,660-17.8% |
| Participant deferral / active EE | $6,976 | $4,676+49.2% | $4,264+63.6% | $6,688+4.3% |
| Admin fee / account holder | $6,452 | $6,221+3.7% | $5,654+14.1% | $13,397-51.8% |