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 | $113,630 | $108,919+4.3% | $100,391+13.2% | $145,922-22.1% |
| Participation rate | 95.0% | 82.9%+12.1pp | 81.5%+13.5pp | 80.3%+14.7pp |
| Annual return | 10.21% | 57.88%-47.7pp | 49.20%-39.0pp | 561.29%-551.1pp |
| Employer contribution / active EE | $1,240 | $4,419-71.9% | $3,942-68.6% | $4,660-73.4% |
| Participant deferral / active EE | $3,186 | $8,445-62.3% | $8,082-60.6% | $6,688-52.4% |
| Admin fee / account holder | $8,306 | $9,689-14.3% | $7,899+5.2% | $13,397-38.0% |