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 | $114,461 | $100,773+13.6% | $88,946+28.7% | $142,382-19.6% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 14.54% | 70.18%-55.6pp | 57.82%-43.3pp | 217.08%-202.5pp |
| Employer contribution / active EE | $2,670 | $2,918-8.5% | $2,555+4.5% | $4,299-37.9% |
| Participant deferral / active EE | $9,043 | $5,230+72.9% | $4,581+97.4% | $6,507+39.0% |
| Admin fee / account holder | $25,109 | $9,693+159.0% | $8,261+203.9% | $12,624+98.9% |