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 | $142,877 | $118,849+20.2% | $96,562+48.0% | $167,490-14.7% |
| Participation rate | 94.7% | 75.5%+19.3pp | 69.8%+24.9pp | 82.1%+12.6pp |
| Annual return | 9.43% | 50.49%-41.1pp | 37.78%-28.4pp | 478.56%-469.1pp |
| Employer contribution / active EE | $2,874 | $3,120-7.9% | $2,356+22.0% | $4,837-40.6% |
| Participant deferral / active EE | $3,949 | $4,616-14.5% | $3,849+2.6% | $6,341-37.7% |
| Admin fee / account holder | $16,964 | $8,065+110.3% | $6,181+174.5% | $12,309+37.8% |