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 | $123,468 | $102,604+20.3% | $86,188+43.3% | $139,434-11.5% |
| Participation rate | 73.9% | 74.5%-0.6pp | 69.0%+5.0pp | 80.3%-6.4pp |
| Annual return | 17.06% | 1922.51%-1905.4pp | 1168.45%-1151.4pp | 372.94%-355.9pp |
| Employer contribution / active EE | $2,132 | $3,032-29.7% | $2,380-10.4% | $4,751-55.1% |
| Participant deferral / active EE | $5,404 | $4,676+15.6% | $3,985+35.6% | $6,710-19.5% |
| Admin fee / account holder | $1,791 | $8,657-79.3% | $6,852-73.9% | $11,403-84.3% |