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 | $109,989 | $107,334+2.5% | $92,893+18.4% | $152,861-28.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 21.24% | 145.58%-124.3pp | 109.41%-88.2pp | 345.32%-324.1pp |
| Employer contribution / active EE | $2,219 | $4,221-47.4% | $3,653-39.3% | $4,762-53.4% |
| Participant deferral / active EE | $5,027 | $4,845+3.8% | $4,236+18.7% | $5,850-14.1% |
| Admin fee / account holder | $14,827 | $7,079+109.4% | $5,794+155.9% | $11,596+27.9% |