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 | $120,953 | $112,881+7.2% | $90,951+33.0% | $158,922-23.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 6.29% | 215.79%-209.5pp | 134.60%-128.3pp | 302.83%-296.5pp |
| Employer contribution / active EE | $1,771 | $2,893-38.8% | $2,122-16.6% | $4,761-62.8% |
| Participant deferral / active EE | $7,717 | $4,128+87.0% | $3,373+128.8% | $5,982+29.0% |
| Admin fee / account holder | $2,526 | $8,041-68.6% | $5,959-57.6% | $11,246-77.5% |