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 | $134,206 | $104,974+27.8% | $95,585+40.4% | $142,382-5.7% |
| Participation rate | 87.5% | 75.0%+12.5pp | 72.1%+15.4pp | 80.1%+7.4pp |
| Annual return | 13.68% | 210.33%-196.7pp | 38.56%-24.9pp | 217.08%-203.4pp |
| Employer contribution / active EE | $4,051 | $2,779+45.8% | $2,527+60.3% | $4,299-5.8% |
| Participant deferral / active EE | $6,822 | $4,352+56.8% | $4,023+69.6% | $6,507+4.8% |
| Admin fee / account holder | $50,806 | $6,386+695.6% | $6,127+729.2% | $12,624+302.5% |