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 | $123,256 | $105,998+16.3% | $92,233+33.6% | $147,584-16.5% |
| Participation rate | 71.4% | 80.4%-9.0pp | 76.5%-5.1pp | 82.8%-11.4pp |
| Annual return | 16.80% | 50.05%-33.2pp | 176.28%-159.5pp | 578.55%-561.7pp |
| Employer contribution / active EE | $1,820 | $4,333-58.0% | $3,679-50.5% | $4,876-62.7% |
| Participant deferral / active EE | $6,718 | $4,478+50.0% | $3,897+72.4% | $5,439+23.5% |
| Admin fee / account holder | $4,733 | $6,332-25.2% | $5,194-8.9% | $10,885-56.5% |