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 | $137,973 | $109,982+25.5% | $97,226+41.9% | $145,922-5.4% |
| Participation rate | 85.7% | 75.9%+9.8pp | 72.7%+13.0pp | 80.3%+5.4pp |
| Annual return | 16.52% | 242.90%-226.4pp | 75.13%-58.6pp | 561.29%-544.8pp |
| Employer contribution / active EE | $3,943 | $3,084+27.8% | $2,729+44.5% | $4,660-15.4% |
| Participant deferral / active EE | $10,892 | $4,676+132.9% | $4,264+155.5% | $6,688+62.9% |
| Admin fee / account holder | $2,445 | $6,221-60.7% | $5,654-56.8% | $13,397-81.8% |