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 | $155,559 | $132,634+17.3% | $115,768+34.4% | $137,256+13.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 12.62% | 160.70%-148.1pp | 100.46%-87.8pp | 220.34%-207.7pp |
| Employer contribution / active EE | $2,742 | $3,360-18.4% | $2,940-6.7% | $4,156-34.0% |
| Participant deferral / active EE | $8,933 | $5,619+59.0% | $4,917+81.7% | $6,407+39.4% |
| Admin fee / account holder | $1,309 | $15,028-91.3% | $12,439-89.5% | $12,270-89.3% |