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 | $130,317 | $105,998+22.9% | $92,233+41.3% | $147,584-11.7% |
| Participation rate | 76.5% | 80.4%-3.9pp | 76.5%0pp | 82.8%-6.4pp |
| Annual return | 21.93% | 50.05%-28.1pp | 176.28%-154.3pp | 578.55%-556.6pp |
| Employer contribution / active EE | $1,735 | $4,333-59.9% | $3,679-52.8% | $4,876-64.4% |
| Participant deferral / active EE | $2,855 | $4,478-36.2% | $3,897-26.7% | $5,439-47.5% |
| Admin fee / account holder | $1,244 | $6,332-80.4% | $5,194-76.0% | $10,885-88.6% |