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 | $117,513 | $74,888+56.9% | $71,209+65.0% | $142,382-17.5% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 19.58% | 345.14%-325.6pp | 282.51%-262.9pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,966 | $2,854-31.1% | $2,721-27.8% | $4,299-54.3% |
| Participant deferral / active EE | $8,785 | $4,454+97.2% | $4,175+110.4% | $6,507+35.0% |
| Admin fee / account holder | $457 | $5,568-91.8% | $5,349-91.5% | $12,624-96.4% |