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 | $117,887 | $112,881+4.4% | $90,951+29.6% | $158,922-25.8% |
| Participation rate | 94.1% | 74.7%+19.4pp | 69.0%+25.1pp | 82.0%+12.2pp |
| Annual return | 16.82% | 215.79%-199.0pp | 134.60%-117.8pp | 302.83%-286.0pp |
| Employer contribution / active EE | $3,067 | $2,893+6.0% | $2,122+44.5% | $4,761-35.6% |
| Participant deferral / active EE | $3,253 | $4,128-21.2% | $3,373-3.5% | $5,982-45.6% |
| Admin fee / account holder | $3,167 | $8,041-60.6% | $5,959-46.9% | $11,246-71.8% |