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 | $125,109 | $175,202-28.6% | $149,673-16.4% | $139,434-10.3% |
| Participation rate | 82.4% | 83.4%-1.0pp | 78.8%+3.6pp | 80.3%+2.0pp |
| Annual return | 12.81% | 166.71%-153.9pp | 134.42%-121.6pp | 372.94%-360.1pp |
| Employer contribution / active EE | $2,358 | $5,474-56.9% | $4,818-51.1% | $4,751-50.4% |
| Participant deferral / active EE | $7,668 | $6,519+17.6% | $5,680+35.0% | $6,710+14.3% |
| Admin fee / account holder | $76,773 | $16,150+375.4% | $13,210+481.2% | $11,403+573.3% |