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 | $134,316 | $112,881+19.0% | $90,951+47.7% | $158,922-15.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 18.03% | 215.79%-197.8pp | 134.60%-116.6pp | 302.83%-284.8pp |
| Employer contribution / active EE | $1,289 | $2,893-55.4% | $2,122-39.2% | $4,761-72.9% |
| Participant deferral / active EE | $9,449 | $4,128+128.9% | $3,373+180.1% | $5,982+57.9% |
| Admin fee / account holder | $9,566 | $8,041+19.0% | $5,959+60.6% | $11,246-14.9% |