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 | $126,820 | $107,334+18.2% | $92,893+36.5% | $152,861-17.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 12.38% | 145.58%-133.2pp | 109.41%-97.0pp | 345.32%-332.9pp |
| Employer contribution / active EE | $11,087 | $4,221+162.7% | $3,653+203.5% | $4,762+132.8% |
| Participant deferral / active EE | $7,728 | $4,845+59.5% | $4,236+82.4% | $5,850+32.1% |
| Admin fee / account holder | $3,101 | $7,079-56.2% | $5,794-46.5% | $11,596-73.3% |