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 | $120,748 | $112,881+7.0% | $90,951+32.8% | $158,922-24.0% |
| Participation rate | 86.4% | 74.7%+11.6pp | 69.0%+17.4pp | 82.0%+4.4pp |
| Annual return | 21.76% | 215.79%-194.0pp | 134.60%-112.8pp | 302.83%-281.1pp |
| Employer contribution / active EE | $2,490 | $2,893-13.9% | $2,122+17.4% | $4,761-47.7% |
| Participant deferral / active EE | $5,720 | $4,128+38.6% | $3,373+69.6% | $5,982-4.4% |
| Admin fee / account holder | $4,769 | $8,041-40.7% | $5,959-20.0% | $11,246-57.6% |