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 | $124,720 | $115,770+7.7% | $101,248+23.2% | $158,922-21.5% |
| Participation rate | 85.0% | 79.4%+5.6pp | 75.8%+9.2pp | 82.0%+3.0pp |
| Annual return | 17.94% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $11,868 | $4,175+184.3% | $3,660+224.3% | $4,761+149.3% |
| Participant deferral / active EE | $4,469 | $4,957-9.9% | $4,370+2.3% | $5,982-25.3% |
| Admin fee / account holder | $8,197 | $7,245+13.1% | $5,945+37.9% | $11,246-27.1% |