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 | $140,324 | $112,881+24.3% | $90,951+54.3% | $158,922-11.7% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 13.36% | 215.79%-202.4pp | 134.60%-121.2pp | 302.83%-289.5pp |
| Employer contribution / active EE | $3,590 | $2,893+24.1% | $2,122+69.2% | $4,761-24.6% |
| Participant deferral / active EE | $9,264 | $4,128+124.4% | $3,373+174.7% | $5,982+54.9% |
| Admin fee / account holder | $12,736 | $8,041+58.4% | $5,959+113.7% | $11,246+13.3% |