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 | $137,690 | $118,849+15.9% | $96,562+42.6% | $167,490-17.8% |
| Participation rate | 87.5% | 75.5%+12.0pp | 69.8%+17.7pp | 82.1%+5.4pp |
| Annual return | 18.12% | 50.49%-32.4pp | 37.78%-19.7pp | 478.56%-460.4pp |
| Employer contribution / active EE | $2,637 | $3,120-15.5% | $2,356+11.9% | $4,837-45.5% |
| Participant deferral / active EE | $5,844 | $4,616+26.6% | $3,849+51.8% | $6,341-7.8% |
| Admin fee / account holder | $1,052 | $8,065-87.0% | $6,181-83.0% | $12,309-91.5% |