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 | $120,594 | $102,317+17.9% | $146,958-17.9% | $80,856+49.1% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.2%-4.1pp | 67.6%+10.4pp |
| Annual return | 15.63% | 134.76%-119.1pp | 418.34%-402.7pp | 35.59%-20.0pp |
| Employer contribution / active EE | $3,413 | $3,713-8.1% | $4,933-30.8% | $2,755+23.9% |
| Participant deferral / active EE | $7,647 | $6,644+15.1% | $8,070-5.2% | $4,296+78.0% |
| Admin fee / account holder | $3,883 | $7,941-51.1% | $12,998-70.1% | $6,918-43.9% |