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 | $114,182 | $102,317+11.6% | $146,958-22.3% | $80,856+41.2% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.2%-7.2pp | 67.6%+7.4pp |
| Annual return | 13.56% | 134.76%-121.2pp | 418.34%-404.8pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,651 | $3,713-28.6% | $4,933-46.3% | $2,755-3.8% |
| Participant deferral / active EE | $5,030 | $6,644-24.3% | $8,070-37.7% | $4,296+17.1% |
| Admin fee / account holder | $1,579 | $7,941-80.1% | $12,998-87.9% | $6,918-77.2% |