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 | $127,807 | $107,934+18.4% | $91,989+38.9% | $152,861-16.4% |
| Participation rate | 93.8% | 81.2%+12.6pp | 78.6%+15.1pp | 82.4%+11.3pp |
| Annual return | 24.06% | 89.24%-65.2pp | 69.02%-45.0pp | 345.32%-321.3pp |
| Employer contribution / active EE | $3,085 | $4,210-26.7% | $3,452-10.6% | $4,762-35.2% |
| Participant deferral / active EE | $8,765 | $6,364+37.7% | $5,923+48.0% | $5,850+49.8% |
| Admin fee / account holder | $7,242 | $10,520-31.2% | $7,743-6.5% | $11,596-37.5% |