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 | $125,703 | $102,317+22.9% | $146,958-14.5% | $80,856+55.5% |
| Participation rate | 83.3% | 75.8%+7.5pp | 82.2%+1.2pp | 67.6%+15.7pp |
| Annual return | 18.52% | 134.76%-116.2pp | 418.34%-399.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $3,098 | $3,713-16.6% | $4,933-37.2% | $2,755+12.4% |
| Participant deferral / active EE | $5,485 | $6,644-17.4% | $8,070-32.0% | $4,296+27.7% |
| Admin fee / account holder | $1,848 | $7,941-76.7% | $12,998-85.8% | $6,918-73.3% |