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 | $126,195 | $112,096+12.6% | $95,952+31.5% | $158,922-20.6% |
| Participation rate | 95.8% | 79.0%+16.9pp | 77.1%+18.8pp | 82.0%+13.9pp |
| Annual return | 17.82% | 171.09%-153.3pp | 91.61%-73.8pp | 302.83%-285.0pp |
| Employer contribution / active EE | $3,640 | $3,198+13.8% | $2,541+43.3% | $4,761-23.5% |
| Participant deferral / active EE | $10,129 | $4,784+111.7% | $4,167+143.1% | $5,982+69.3% |
| Admin fee / account holder | $3,894 | $10,130-61.6% | $6,795-42.7% | $11,246-65.4% |