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 | $117,882 | $118,849-0.8% | $96,562+22.1% | $167,490-29.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 8.96% | 50.49%-41.5pp | 37.78%-28.8pp | 478.56%-469.6pp |
| Employer contribution / active EE | $6,615 | $3,120+112.0% | $2,356+180.7% | $4,837+36.7% |
| Participant deferral / active EE | $2,500 | $4,616-45.8% | $3,849-35.0% | $6,341-60.6% |
| Admin fee / account holder | $2,718 | $8,065-66.3% | $6,181-56.0% | $12,309-77.9% |