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 | $109,227 | $90,348+20.9% | $75,972+43.8% | $145,922-25.1% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 12.88% | 620.88%-608.0pp | 359.55%-346.7pp | 561.29%-548.4pp |
| Employer contribution / active EE | $1,975 | $3,311-40.4% | $2,685-26.5% | $4,660-57.6% |
| Participant deferral / active EE | $5,652 | $5,162+9.5% | $4,255+32.8% | $6,688-15.5% |
| Admin fee / account holder | $46,551 | $8,467+449.8% | $6,467+619.9% | $13,397+247.5% |