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 | $137,482 | $118,849+15.7% | $96,562+42.4% | $167,490-17.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.8%+30.2pp | 82.1%+17.9pp |
| Annual return | 10.02% | 50.49%-40.5pp | 37.78%-27.8pp | 478.56%-468.5pp |
| Employer contribution / active EE | $2,631 | $3,120-15.7% | $2,356+11.6% | $4,837-45.6% |
| Participant deferral / active EE | $5,724 | $4,616+24.0% | $3,849+48.7% | $6,341-9.7% |
| Admin fee / account holder | $705 | $8,065-91.3% | $6,181-88.6% | $12,309-94.3% |