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 | $142,173 | $77,899+82.5% | $149,673-5.0% | $75,163+89.2% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 181.49% | 31.72%+149.8pp | 134.42%+47.1pp | 160.62%+20.9pp |
| Employer contribution / active EE | $1,345 | $3,137-57.1% | $4,818-72.1% | $2,670-49.6% |
| Participant deferral / active EE | $2,444 | $3,411-28.3% | $5,680-57.0% | $4,125-40.8% |
| Admin fee / account holder | $4,096 | $5,956-31.2% | $13,210-69.0% | $5,651-27.5% |