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 | $112,666 | $105,998+6.3% | $92,233+22.2% | $147,584-23.7% |
| Participation rate | 85.7% | 80.4%+5.3pp | 76.5%+9.2pp | 82.8%+2.9pp |
| Annual return | 15.99% | 50.05%-34.1pp | 176.28%-160.3pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,267 | $4,333-70.8% | $3,679-65.6% | $4,876-74.0% |
| Participant deferral / active EE | $1,198 | $4,478-73.2% | $3,897-69.2% | $5,439-78.0% |
| Admin fee / account holder | $2,247 | $6,332-64.5% | $5,194-56.7% | $10,885-79.4% |