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 | $129,824 | $149,040-12.9% | $120,225+8.0% | $137,256-5.4% |
| Participation rate | 90.0% | 75.4%+14.6pp | 69.6%+20.4pp | 80.0%+10.0pp |
| Annual return | 14.51% | 605.68%-591.2pp | 439.23%-424.7pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,866 | $4,350-34.1% | $3,475-17.5% | $4,156-31.0% |
| Participant deferral / active EE | $12,725 | $4,655+173.4% | $3,999+218.2% | $6,407+98.6% |
| Admin fee / account holder | $763 | $6,348-88.0% | $5,696-86.6% | $12,270-93.8% |