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 | $141,017 | $144,119-2.2% | $117,854+19.7% | $147,584-4.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.64% | 531.15%-517.5pp | 335.08%-321.4pp | 578.55%-564.9pp |
| Employer contribution / active EE | $3,920 | $4,896-19.9% | $3,786+3.5% | $4,876-19.6% |
| Participant deferral / active EE | $10,534 | $5,316+98.2% | $4,482+135.0% | $5,439+93.7% |
| Admin fee / account holder | $1,190 | $10,886-89.1% | $8,020-85.2% | $10,885-89.1% |