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 | $105,916 | $118,680-10.8% | $98,907+7.1% | $158,922-33.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | 12.45% | 372.35%-359.9pp | 196.43%-184.0pp | 302.83%-290.4pp |
| Employer contribution / active EE | $7,743 | $3,333+132.3% | $2,689+188.0% | $4,761+62.6% |
| Participant deferral / active EE | $5,719 | $5,088+12.4% | $4,244+34.8% | $5,982-4.4% |
| Admin fee / account holder | $7,255 | $10,131-28.4% | $6,642+9.2% | $11,246-35.5% |