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 | $132,234 | $126,574+4.5% | $106,213+24.5% | $145,922-9.4% |
| Participation rate | 86.7% | 77.6%+9.0pp | 75.3%+11.4pp | 80.3%+6.4pp |
| Annual return | 13.37% | 224.79%-211.4pp | 116.14%-102.8pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,931 | $3,730-21.4% | $3,171-7.6% | $4,660-37.1% |
| Participant deferral / active EE | $6,959 | $5,724+21.6% | $5,016+38.7% | $6,688+4.1% |
| Admin fee / account holder | $5,452 | $17,304-68.5% | $11,033-50.6% | $13,397-59.3% |