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 | $119,441 | $112,096+6.6% | $95,952+24.5% | $158,922-24.8% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 13.44% | 171.09%-157.6pp | 91.61%-78.2pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,785 | $3,198-12.9% | $2,541+9.6% | $4,761-41.5% |
| Participant deferral / active EE | $6,360 | $4,784+32.9% | $4,167+52.6% | $5,982+6.3% |
| Admin fee / account holder | $6,941 | $10,130-31.5% | $6,795+2.1% | $11,246-38.3% |