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 | $98,404 | $81,208+21.2% | $98,907-0.5% | $79,858+23.2% |
| Participation rate | 83.9% | 72.5%+11.4pp | 76.0%+7.8pp | 69.6%+14.2pp |
| Annual return | 26.56% | 60.99%-34.4pp | 196.43%-169.9pp | 31.71%-5.2pp |
| Employer contribution / active EE | $3,399 | $1,960+73.5% | $2,689+26.4% | $2,471+37.6% |
| Participant deferral / active EE | $9,021 | $3,265+176.3% | $4,244+112.6% | $3,740+141.2% |
| Admin fee / account holder | $4,186 | $6,013-30.4% | $6,642-37.0% | $5,306-21.1% |