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 | $159,624 | $114,047+40.0% | $96,139+66.0% | $167,490-4.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 10.87% | 189.88%-179.0pp | 191.94%-181.1pp | 478.56%-467.7pp |
| Employer contribution / active EE | $2,010 | $3,427-41.3% | $2,797-28.1% | $4,837-58.4% |
| Participant deferral / active EE | $2,939 | $5,194-43.4% | $4,349-32.4% | $6,341-53.7% |
| Admin fee / account holder | $1,945 | $6,897-71.8% | $5,537-64.9% | $12,309-84.2% |