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 | $138,301 | $107,334+28.9% | $92,893+48.9% | $152,861-9.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 22.94% | 145.58%-122.6pp | 109.41%-86.5pp | 345.32%-322.4pp |
| Employer contribution / active EE | $6,187 | $4,221+46.6% | $3,653+69.4% | $4,762+29.9% |
| Participant deferral / active EE | $4,359 | $4,845-10.0% | $4,236+2.9% | $5,850-25.5% |
| Admin fee / account holder | $5,317 | $7,079-24.9% | $5,794-8.2% | $11,596-54.1% |