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 | $112,993 | $107,334+5.3% | $92,893+21.6% | $152,861-26.1% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.4%+5.1pp |
| Annual return | 19.25% | 145.58%-126.3pp | 109.41%-90.2pp | 345.32%-326.1pp |
| Employer contribution / active EE | $3,713 | $4,221-12.0% | $3,653+1.6% | $4,762-22.0% |
| Participant deferral / active EE | $10,280 | $4,845+112.2% | $4,236+142.7% | $5,850+75.7% |
| Admin fee / account holder | $16,000 | $7,079+126.0% | $5,794+176.1% | $11,596+38.0% |