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 | $124,290 | $112,096+10.9% | $95,952+29.5% | $158,922-21.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 15.79% | 171.09%-155.3pp | 91.61%-75.8pp | 302.83%-287.0pp |
| Employer contribution / active EE | $3,486 | $3,198+9.0% | $2,541+37.2% | $4,761-26.8% |
| Participant deferral / active EE | $6,603 | $4,784+38.0% | $4,167+58.5% | $5,982+10.4% |
| Admin fee / account holder | $3,088 | $10,130-69.5% | $6,795-54.6% | $11,246-72.5% |