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 | $118,309 | $115,770+2.2% | $101,248+16.9% | $158,922-25.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 20.02% | 56.14%-36.1pp | 46.47%-26.5pp | 302.83%-282.8pp |
| Employer contribution / active EE | $3,268 | $4,175-21.7% | $3,660-10.7% | $4,761-31.4% |
| Participant deferral / active EE | $4,195 | $4,957-15.4% | $4,370-4.0% | $5,982-29.9% |
| Admin fee / account holder | $8,553 | $7,245+18.1% | $5,945+43.9% | $11,246-23.9% |