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 | $122,466 | $107,934+13.5% | $91,989+33.1% | $152,861-19.9% |
| Participation rate | 90.0% | 81.2%+8.8pp | 78.6%+11.4pp | 82.4%+7.6pp |
| Annual return | 15.52% | 89.24%-73.7pp | 69.02%-53.5pp | 345.32%-329.8pp |
| Employer contribution / active EE | $2,207 | $4,210-47.6% | $3,452-36.1% | $4,762-53.7% |
| Participant deferral / active EE | $7,500 | $6,364+17.8% | $5,923+26.6% | $5,850+28.2% |
| Admin fee / account holder | $3,735 | $10,520-64.5% | $7,743-51.8% | $11,596-67.8% |