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 | $162,013 | $155,788+4.0% | $124,672+30.0% | $167,490-3.3% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 22.59% | 17.97%+4.6pp | 5142.93%-5120.3pp | 478.56%-456.0pp |
| Employer contribution / active EE | $8,060 | $4,163+93.6% | $3,324+142.5% | $4,837+66.6% |
| Participant deferral / active EE | $6,982 | $5,673+23.1% | $4,614+51.3% | $6,341+10.1% |
| Admin fee / account holder | $1,284 | $9,531-86.5% | $7,493-82.9% | $12,309-89.6% |