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 | $141,100 | $115,770+21.9% | $101,248+39.4% | $158,922-11.2% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 12.48% | 56.14%-43.7pp | 46.47%-34.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $6,666 | $4,175+59.7% | $3,660+82.2% | $4,761+40.0% |
| Participant deferral / active EE | $6,412 | $4,957+29.3% | $4,370+46.7% | $5,982+7.2% |
| Admin fee / account holder | $852 | $7,245-88.2% | $5,945-85.7% | $11,246-92.4% |