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 | $134,764 | $115,770+16.4% | $101,248+33.1% | $158,922-15.2% |
| Participation rate | 94.1% | 79.4%+14.8pp | 75.8%+18.3pp | 82.0%+12.2pp |
| Annual return | 18.78% | 56.14%-37.4pp | 46.47%-27.7pp | 302.83%-284.0pp |
| Employer contribution / active EE | $3,684 | $4,175-11.8% | $3,660+0.7% | $4,761-22.6% |
| Participant deferral / active EE | $8,887 | $4,957+79.3% | $4,370+103.4% | $5,982+48.6% |
| Admin fee / account holder | $5,153 | $7,245-28.9% | $5,945-13.3% | $11,246-54.2% |