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 | $119,537 | $112,881+5.9% | $90,951+31.4% | $158,922-24.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 28.42% | 215.79%-187.4pp | 134.60%-106.2pp | 302.83%-274.4pp |
| Employer contribution / active EE | $1,116 | $2,893-61.4% | $2,122-47.4% | $4,761-76.6% |
| Participant deferral / active EE | $26,000 | $4,128+529.9% | $3,373+670.8% | $5,982+334.6% |
| Admin fee / account holder | $651 | $8,041-91.9% | $5,959-89.1% | $11,246-94.2% |