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 | $111,130 | $111,535-0.4% | $105,223+5.6% | $137,256-19.0% |
| Participation rate | 87.5% | 78.1%+9.4pp | 75.0%+12.5pp | 80.0%+7.5pp |
| Annual return | 20.34% | 237.85%-217.5pp | 180.65%-160.3pp | 220.34%-200.0pp |
| Employer contribution / active EE | $8,393 | $3,939+113.1% | $3,689+127.5% | $4,156+101.9% |
| Participant deferral / active EE | $7,161 | $5,500+30.2% | $5,072+41.2% | $6,407+11.8% |
| Admin fee / account holder | $536 | $9,721-94.5% | $8,859-93.9% | $12,270-95.6% |