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 | $118,761 | $109,327+8.6% | $89,391+32.9% | $158,922-25.3% |
| Participation rate | 70.0% | 74.3%-4.3pp | 68.0%+2.0pp | 82.0%-12.0pp |
| Annual return | 13.07% | 345.68%-332.6pp | 245.62%-232.5pp | 302.83%-289.8pp |
| Employer contribution / active EE | $2,123 | $3,170-33.0% | $2,586-17.9% | $4,761-55.4% |
| Participant deferral / active EE | $5,169 | $4,598+12.4% | $3,890+32.9% | $5,982-13.6% |
| Admin fee / account holder | $5,695 | $6,153-7.4% | $4,881+16.7% | $11,246-49.4% |