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 | $126,972 | $209,411-39.4% | $178,490-28.9% | $158,922-20.1% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.92% | 188.75%-169.8pp | 151.07%-132.2pp | 302.83%-283.9pp |
| Employer contribution / active EE | $13,698 | $5,706+140.0% | $5,011+173.4% | $4,761+187.7% |
| Participant deferral / active EE | $7,509 | $5,954+26.1% | $5,202+44.4% | $5,982+25.5% |
| Admin fee / account holder | $742 | $17,074-95.7% | $13,984-94.7% | $11,246-93.4% |