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 | $140,694 | $105,126+33.8% | $94,646+48.7% | $139,434+0.9% |
| Participation rate | 93.8% | 82.4%+11.4pp | 80.8%+12.9pp | 80.3%+13.4pp |
| Annual return | 13.31% | 38.03%-24.7pp | 156.71%-143.4pp | 372.94%-359.6pp |
| Employer contribution / active EE | $3,779 | $4,106-8.0% | $3,672+2.9% | $4,751-20.5% |
| Participant deferral / active EE | $11,119 | $7,599+46.3% | $7,418+49.9% | $6,710+65.7% |
| Admin fee / account holder | $4,645 | $8,984-48.3% | $7,231-35.8% | $11,403-59.3% |