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 | $114,626 | $107,334+6.8% | $92,893+23.4% | $152,861-25.0% |
| Participation rate | 95.0% | 79.8%+15.2pp | 76.0%+19.0pp | 82.4%+12.6pp |
| Annual return | 21.87% | 145.58%-123.7pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,985 | $4,221-29.3% | $3,653-18.3% | $4,762-37.3% |
| Participant deferral / active EE | $7,026 | $4,845+45.0% | $4,236+65.9% | $5,850+20.1% |
| Admin fee / account holder | $12,447 | $7,079+75.8% | $5,794+114.8% | $11,596+7.3% |