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 | $140,835 | $118,849+18.5% | $96,562+45.8% | $167,490-15.9% |
| Participation rate | 90.9% | 75.5%+15.4pp | 69.8%+21.1pp | 82.1%+8.8pp |
| Annual return | 9.43% | 50.49%-41.1pp | 37.78%-28.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,273 | $3,120-27.1% | $2,356-3.6% | $4,837-53.0% |
| Participant deferral / active EE | $5,913 | $4,616+28.1% | $3,849+53.6% | $6,341-6.8% |
| Admin fee / account holder | $612 | $8,065-92.4% | $6,181-90.1% | $12,309-95.0% |