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 | $114,018 | $102,616+11.1% | $81,983+39.1% | $158,922-28.3% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.2%+5.8pp | 82.0%-7.0pp |
| Annual return | 19.53% | 61.04%-41.5pp | 41.31%-21.8pp | 302.83%-283.3pp |
| Employer contribution / active EE | $1,441 | $3,240-55.5% | $2,498-42.3% | $4,761-69.7% |
| Participant deferral / active EE | $3,602 | $4,648-22.5% | $3,722-3.2% | $5,982-39.8% |
| Admin fee / account holder | $504 | $8,235-93.9% | $5,664-91.1% | $11,246-95.5% |