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 | $114,553 | $104,974+9.1% | $95,585+19.8% | $142,382-19.5% |
| Participation rate | 88.9% | 75.0%+13.9pp | 72.1%+16.8pp | 80.1%+8.8pp |
| Annual return | 13.75% | 210.33%-196.6pp | 38.56%-24.8pp | 217.08%-203.3pp |
| Employer contribution / active EE | $9,149 | $2,779+229.3% | $2,527+262.1% | $4,299+112.8% |
| Participant deferral / active EE | $5,107 | $4,352+17.3% | $4,023+27.0% | $6,507-21.5% |
| Admin fee / account holder | $2,467 | $6,386-61.4% | $6,127-59.7% | $12,624-80.5% |