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 | $124,399 | $105,998+17.4% | $92,233+34.9% | $147,584-15.7% |
| Participation rate | 78.9% | 80.4%-1.5pp | 76.5%+2.5pp | 82.8%-3.9pp |
| Annual return | 16.83% | 50.05%-33.2pp | 176.28%-159.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,967 | $4,333-54.6% | $3,679-46.5% | $4,876-59.7% |
| Participant deferral / active EE | $7,501 | $4,478+67.5% | $3,897+92.5% | $5,439+37.9% |
| Admin fee / account holder | $1,871 | $6,332-70.4% | $5,194-64.0% | $10,885-82.8% |