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 | $131,071 | $72,071+81.9% | $68,368+91.7% | $137,256-4.5% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.0%+5.0pp |
| Annual return | 17.51% | 353.14%-335.6pp | 292.57%-275.1pp | 220.34%-202.8pp |
| Employer contribution / active EE | $2,633 | $2,788-5.6% | $2,649-0.6% | $4,156-36.6% |
| Participant deferral / active EE | $7,292 | $4,410+65.4% | $4,123+76.9% | $6,407+13.8% |
| Admin fee / account holder | $3,709 | $5,336-30.5% | $5,150-28.0% | $12,270-69.8% |