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 | $126,375 | $123,909+2.0% | $69,647+81.5% | $145,922-13.4% |
| Participation rate | 79.2% | 69.2%+10.0pp | 66.5%+12.7pp | 80.3%-1.1pp |
| Annual return | 13.31% | 190.55%-177.2pp | 100.48%-87.2pp | 561.29%-548.0pp |
| Employer contribution / active EE | $3,851 | $2,682+43.6% | $1,712+124.9% | $4,660-17.4% |
| Participant deferral / active EE | $3,750 | $4,236-11.5% | $2,886+30.0% | $6,688-43.9% |
| Admin fee / account holder | $1,973 | $7,863-74.9% | $4,713-58.1% | $13,397-85.3% |