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 | $84,655 | $81,632+3.7% | $70,449+20.2% | $158,922-46.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 20.65% | 208.40%-187.8pp | 109.03%-88.4pp | 302.83%-282.2pp |
| Employer contribution / active EE | $7,183 | $3,217+123.3% | $2,737+162.5% | $4,761+50.9% |
| Participant deferral / active EE | $14,011 | $4,554+207.7% | $3,709+277.8% | $5,982+134.2% |
| Admin fee / account holder | $5,047 | $6,193-18.5% | $3,845+31.3% | $11,246-55.1% |