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 | $119,384 | $105,181+13.5% | $159,436-25.1% | $85,850+39.1% |
| Participation rate | 78.7% | 75.8%+2.9pp | 82.8%-4.1pp | 69.3%+9.4pp |
| Annual return | 16.11% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $3,120 | $3,318-6.0% | $4,829-35.4% | $2,565+21.6% |
| Participant deferral / active EE | $8,145 | $5,945+37.0% | $7,352+10.8% | $3,952+106.1% |
| Admin fee / account holder | $9,298 | $6,933+34.1% | $10,799-13.9% | $6,260+48.5% |