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 | $139,174 | $111,535+24.8% | $105,223+32.3% | $137,256+1.4% |
| Participation rate | 91.3% | 78.1%+13.2pp | 75.0%+16.3pp | 80.0%+11.3pp |
| Annual return | 16.80% | 237.85%-221.1pp | 180.65%-163.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $3,737 | $3,939-5.1% | $3,689+1.3% | $4,156-10.1% |
| Participant deferral / active EE | $9,817 | $5,500+78.5% | $5,072+93.6% | $6,407+53.2% |
| Admin fee / account holder | $629 | $9,721-93.5% | $8,859-92.9% | $12,270-94.9% |