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 | $113,789 | $109,327+4.1% | $89,391+27.3% | $158,922-28.4% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 22.31% | 345.68%-323.4pp | 245.62%-223.3pp | 302.83%-280.5pp |
| Employer contribution / active EE | $733 | $3,170-76.9% | $2,586-71.7% | $4,761-84.6% |
| Participant deferral / active EE | $2,523 | $4,598-45.1% | $3,890-35.1% | $5,982-57.8% |
| Admin fee / account holder | $6,386 | $6,153+3.8% | $4,881+30.8% | $11,246-43.2% |