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 | $121,366 | $104,907+15.7% | $84,611+43.4% | $152,861-20.6% |
| Participation rate | 85.7% | 74.8%+10.9pp | 68.2%+17.5pp | 82.4%+3.3pp |
| Annual return | 23.41% | 373.79%-350.4pp | 258.74%-235.3pp | 345.32%-321.9pp |
| Employer contribution / active EE | $2,320 | $3,302-29.7% | $2,652-12.5% | $4,762-51.3% |
| Participant deferral / active EE | $5,305 | $4,688+13.2% | $3,899+36.1% | $5,850-9.3% |
| Admin fee / account holder | $364 | $6,241-94.2% | $4,912-92.6% | $11,596-96.9% |