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 | $126,437 | $118,849+6.4% | $96,562+30.9% | $167,490-24.5% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 10.20% | 50.49%-40.3pp | 37.78%-27.6pp | 478.56%-468.4pp |
| Employer contribution / active EE | $7,958 | $3,120+155.1% | $2,356+237.7% | $4,837+64.5% |
| Participant deferral / active EE | $5,608 | $4,616+21.5% | $3,849+45.7% | $6,341-11.6% |
| Admin fee / account holder | $1,166 | $8,065-85.5% | $6,181-81.1% | $12,309-90.5% |