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 | $103,728 | $115,770-10.4% | $101,248+2.4% | $158,922-34.7% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 28.79% | 56.14%-27.3pp | 46.47%-17.7pp | 302.83%-274.0pp |
| Employer contribution / active EE | $5,000 | $4,175+19.8% | $3,660+36.6% | $4,761+5.0% |
| Participant deferral / active EE | $2,985 | $4,957-39.8% | $4,370-31.7% | $5,982-50.1% |
| Admin fee / account holder | $693 | $7,245-90.4% | $5,945-88.3% | $11,246-93.8% |