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 | $86,350 | $84,696+2.0% | $75,696+14.1% | $167,490-48.4% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.8%+20.2pp | 82.1%+12.9pp |
| Annual return | 38.19% | 199.36%-161.2pp | 104.53%-66.3pp | 478.56%-440.4pp |
| Employer contribution / active EE | $4,003 | $3,230+23.9% | $2,743+46.0% | $4,837-17.2% |
| Participant deferral / active EE | $6,937 | $4,580+51.5% | $3,821+81.5% | $6,341+9.4% |
| Admin fee / account holder | $13,817 | $5,355+158.0% | $3,619+281.8% | $12,309+12.3% |