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 | $110,616 | $95,561+15.8% | $77,163+43.4% | $139,434-20.7% |
| Participation rate | 88.2% | 73.9%+14.3pp | 69.6%+18.7pp | 80.3%+7.9pp |
| Annual return | 23.34% | 54.92%-31.6pp | 37.87%-14.5pp | 372.94%-349.6pp |
| Employer contribution / active EE | $6,181 | $3,147+96.4% | $2,535+143.8% | $4,751+30.1% |
| Participant deferral / active EE | $7,849 | $4,624+69.8% | $3,833+104.7% | $6,710+17.0% |
| Admin fee / account holder | $1,814 | $8,295-78.1% | $5,472-66.9% | $11,403-84.1% |