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 | $77,981 | $70,606+10.4% | $53,898+44.7% | $142,382-45.2% |
| Participation rate | 100.0% | 63.7%+36.3pp | 55.0%+45.0pp | 80.1%+19.9pp |
| Annual return | 12.03% | 619.81%-607.8pp | 528.60%-516.6pp | 217.08%-205.0pp |
| Employer contribution / active EE | $1,284 | $1,202+6.8% | $932+37.7% | $4,299-70.1% |
| Participant deferral / active EE | $2,215 | $2,364-6.3% | $1,826+21.3% | $6,507-66.0% |
| Admin fee / account holder | $358 | $2,852-87.5% | $2,491-85.6% | $12,624-97.2% |