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 | $123,052 | $112,096+9.8% | $95,952+28.2% | $158,922-22.6% |
| Participation rate | 89.5% | 79.0%+10.5pp | 77.1%+12.4pp | 82.0%+7.5pp |
| Annual return | 32.80% | 171.09%-138.3pp | 91.61%-58.8pp | 302.83%-270.0pp |
| Employer contribution / active EE | $2,643 | $3,198-17.4% | $2,541+4.0% | $4,761-44.5% |
| Participant deferral / active EE | $3,952 | $4,784-17.4% | $4,167-5.1% | $5,982-33.9% |
| Admin fee / account holder | $1,354 | $10,130-86.6% | $6,795-80.1% | $11,246-88.0% |