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 | $117,790 | $108,912+8.2% | $100,383+17.3% | $145,959-19.3% |
| Participation rate | 80.0% | 83.0%-3.0pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 11.27% | 57.96%-46.7pp | 49.26%-38.0pp | 561.95%-550.7pp |
| Employer contribution / active EE | $8,179 | $4,423+84.9% | $3,944+107.4% | $4,661+75.5% |
| Participant deferral / active EE | $7,962 | $8,451-5.8% | $8,086-1.5% | $6,689+19.0% |
| Admin fee / account holder | $23,051 | $9,690+137.9% | $7,900+191.8% | $13,398+72.1% |