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 | $122,057 | $106,890+14.2% | $84,015+45.3% | $152,861-20.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 69.0%+6.0pp | 82.4%-7.4pp |
| Annual return | 24.18% | 104.99%-80.8pp | 71.31%-47.1pp | 345.32%-321.1pp |
| Employer contribution / active EE | $2,466 | $2,734-9.8% | $1,983+24.3% | $4,762-48.2% |
| Participant deferral / active EE | $7,640 | $4,011+90.5% | $3,239+135.9% | $5,850+30.6% |
| Admin fee / account holder | $618 | $8,285-92.5% | $6,101-89.9% | $11,596-94.7% |