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 | $138,557 | $108,919+27.2% | $100,391+38.0% | $145,922-5.0% |
| Participation rate | 75.0% | 82.9%-7.9pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 16.29% | 57.88%-41.6pp | 49.20%-32.9pp | 561.29%-545.0pp |
| Employer contribution / active EE | $3,437 | $4,419-22.2% | $3,942-12.8% | $4,660-26.2% |
| Participant deferral / active EE | $8,302 | $8,445-1.7% | $8,082+2.7% | $6,688+24.1% |
| Admin fee / account holder | $2,540 | $9,689-73.8% | $7,899-67.8% | $13,397-81.0% |