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 | $123,260 | $115,770+6.5% | $101,248+21.7% | $158,922-22.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.31% | 56.14%-39.8pp | 46.47%-30.2pp | 302.83%-286.5pp |
| Employer contribution / active EE | $5,582 | $4,175+33.7% | $3,660+52.5% | $4,761+17.2% |
| Participant deferral / active EE | $7,000 | $4,957+41.2% | $4,370+60.2% | $5,982+17.0% |
| Admin fee / account holder | $490 | $7,245-93.2% | $5,945-91.8% | $11,246-95.6% |