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 | $117,071 | $105,126+11.4% | $94,646+23.7% | $139,434-16.0% |
| Participation rate | 95.0% | 82.4%+12.6pp | 80.8%+14.2pp | 80.3%+14.7pp |
| Annual return | 13.74% | 38.03%-24.3pp | 156.71%-143.0pp | 372.94%-359.2pp |
| Employer contribution / active EE | $5,501 | $4,106+34.0% | $3,672+49.8% | $4,751+15.8% |
| Participant deferral / active EE | $5,105 | $7,599-32.8% | $7,418-31.2% | $6,710-23.9% |
| Admin fee / account holder | $9,195 | $8,984+2.3% | $7,231+27.2% | $11,403-19.4% |