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 | $135,304 | $105,181+28.6% | $159,436-15.1% | $85,850+57.6% |
| Participation rate | 92.6% | 75.8%+16.8pp | 82.8%+9.8pp | 69.3%+23.3pp |
| Annual return | 16.76% | 45.07%-28.3pp | 263.57%-246.8pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,591 | $3,318+8.2% | $4,829-25.7% | $2,565+40.0% |
| Participant deferral / active EE | $5,537 | $5,945-6.9% | $7,352-24.7% | $3,952+40.1% |
| Admin fee / account holder | $11,441 | $6,933+65.0% | $10,799+5.9% | $6,260+82.8% |