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 | $113,126 | $102,317+10.6% | $146,958-23.0% | $80,856+39.9% |
| Participation rate | 77.2% | 75.8%+1.4pp | 82.2%-5.0pp | 67.6%+9.6pp |
| Annual return | 13.73% | 134.76%-121.0pp | 418.34%-404.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,384 | $3,713-8.9% | $4,933-31.4% | $2,755+22.8% |
| Participant deferral / active EE | $8,747 | $6,644+31.7% | $8,070+8.4% | $4,296+103.6% |
| Admin fee / account holder | $5,559 | $7,941-30.0% | $12,998-57.2% | $6,918-19.6% |