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 | $130,899 | $112,881+16.0% | $90,951+43.9% | $158,922-17.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 26.01% | 215.79%-189.8pp | 134.60%-108.6pp | 302.83%-276.8pp |
| Employer contribution / active EE | $2,262 | $2,893-21.8% | $2,122+6.6% | $4,761-52.5% |
| Participant deferral / active EE | $8,007 | $4,128+94.0% | $3,373+137.4% | $5,982+33.9% |
| Admin fee / account holder | $743 | $8,041-90.8% | $5,959-87.5% | $11,246-93.4% |