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 | $176,902 | $152,587+15.9% | $125,175+41.3% | $152,861+15.7% |
| Participation rate | 90.0% | 83.3%+6.7pp | 79.8%+10.2pp | 82.4%+7.6pp |
| Annual return | 25.22% | 54.84%-29.6pp | 43.79%-18.6pp | 345.32%-320.1pp |
| Employer contribution / active EE | $3,833 | $4,946-22.5% | $3,865-0.8% | $4,762-19.5% |
| Participant deferral / active EE | $10,684 | $5,868+82.1% | $4,937+116.4% | $5,850+82.6% |
| Admin fee / account holder | $6,433 | $13,434-52.1% | $9,702-33.7% | $11,596-44.5% |