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 | $122,159 | $102,604+19.1% | $86,188+41.7% | $139,434-12.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 15.18% | 1922.51%-1907.3pp | 1168.45%-1153.3pp | 372.94%-357.8pp |
| Employer contribution / active EE | $2,797 | $3,032-7.8% | $2,380+17.5% | $4,751-41.1% |
| Participant deferral / active EE | $6,237 | $4,676+33.4% | $3,985+56.5% | $6,710-7.1% |
| Admin fee / account holder | $1,042 | $8,657-88.0% | $6,852-84.8% | $11,403-90.9% |