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 | $74,888+75.0% | $71,209+84.1% | $142,382-7.9% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.1%+4.9pp |
| Annual return | 17.51% | 345.14%-327.6pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $2,633 | $2,854-7.8% | $2,721-3.2% | $4,299-38.8% |
| Participant deferral / active EE | $7,292 | $4,454+63.7% | $4,175+74.7% | $6,507+12.1% |
| Admin fee / account holder | $3,709 | $5,568-33.4% | $5,349-30.7% | $12,624-70.6% |