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 | $128,357 | $112,096+14.5% | $95,952+33.8% | $158,922-19.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 7.82% | 171.09%-163.3pp | 91.61%-83.8pp | 302.83%-295.0pp |
| Employer contribution / active EE | $3,345 | $3,198+4.6% | $2,541+31.6% | $4,761-29.8% |
| Participant deferral / active EE | $10,953 | $4,784+128.9% | $4,167+162.9% | $5,982+83.1% |
| Admin fee / account holder | $36,145 | $10,130+256.8% | $6,795+431.9% | $11,246+221.4% |