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 | $116,022 | $109,359+6.1% | $162,163-28.5% | $72,985+59.0% |
| Participation rate | 80.6% | 84.3%-3.7pp | 87.6%-7.0pp | 69.5%+11.1pp |
| Annual return | 101.01% | 25.46%+75.6pp | 115.59%-14.6pp | 81.00%+20.0pp |
| Employer contribution / active EE | $3,398 | $3,907-13.0% | $5,614-39.5% | $2,440+39.3% |
| Participant deferral / active EE | $8,779 | $5,481+60.2% | $7,298+20.3% | $3,607+143.4% |
| Admin fee / account holder | $12,262 | $7,972+53.8% | $10,843+13.1% | $5,124+139.3% |