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 | $89,556 | $74,888+19.6% | $71,209+25.8% | $142,382-37.1% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 20.38% | 345.14%-324.8pp | 282.51%-262.1pp | 217.08%-196.7pp |
| Employer contribution / active EE | $2,157 | $2,854-24.4% | $2,721-20.7% | $4,299-49.8% |
| Participant deferral / active EE | $9,254 | $4,454+107.7% | $4,175+121.6% | $6,507+42.2% |
| Admin fee / account holder | $6,231 | $5,568+11.9% | $5,349+16.5% | $12,624-50.6% |