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 | $131,377 | $111,814+17.5% | $93,654+40.3% | $145,959-10.0% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | 14.07% | 203.30%-189.2pp | 133.34%-119.3pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,612 | $3,092-47.8% | $2,421-33.4% | $4,661-65.4% |
| Participant deferral / active EE | $2,624 | $4,914-46.6% | $4,413-40.5% | $6,689-60.8% |
| Admin fee / account holder | $2,587 | $10,246-74.8% | $8,282-68.8% | $13,398-80.7% |