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 | $138,629 | $126,574+9.5% | $106,213+30.5% | $145,922-5.0% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 18.15% | 224.79%-206.6pp | 116.14%-98.0pp | 561.29%-543.1pp |
| Employer contribution / active EE | $3,151 | $3,730-15.5% | $3,171-0.7% | $4,660-32.4% |
| Participant deferral / active EE | $3,997 | $5,724-30.2% | $5,016-20.3% | $6,688-40.2% |
| Admin fee / account holder | $6,417 | $17,304-62.9% | $11,033-41.8% | $13,397-52.1% |