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 | $117,920 | $107,934+9.3% | $91,989+28.2% | $152,861-22.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.4%+17.6pp |
| Annual return | 16.91% | 89.24%-72.3pp | 69.02%-52.1pp | 345.32%-328.4pp |
| Employer contribution / active EE | $3,563 | $4,210-15.4% | $3,452+3.2% | $4,762-25.2% |
| Participant deferral / active EE | $6,250 | $6,364-1.8% | $5,923+5.5% | $5,850+6.8% |
| Admin fee / account holder | $2,328 | $10,520-77.9% | $7,743-69.9% | $11,596-79.9% |