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 | $137,623 | $126,574+8.7% | $106,213+29.6% | $145,922-5.7% |
| Participation rate | 86.7% | 77.6%+9.0pp | 75.3%+11.4pp | 80.3%+6.4pp |
| Annual return | 19.29% | 224.79%-205.5pp | 116.14%-96.9pp | 561.29%-542.0pp |
| Employer contribution / active EE | $1,529 | $3,730-59.0% | $3,171-51.8% | $4,660-67.2% |
| Participant deferral / active EE | $3,705 | $5,724-35.3% | $5,016-26.1% | $6,688-44.6% |
| Admin fee / account holder | $21,294 | $17,304+23.1% | $11,033+93.0% | $13,397+58.9% |