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 | $134,993 | $105,998+27.4% | $92,233+46.4% | $147,584-8.5% |
| Participation rate | 70.0% | 80.4%-10.4pp | 76.5%-6.5pp | 82.8%-12.8pp |
| Annual return | 17.74% | 50.05%-32.3pp | 176.28%-158.5pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,024 | $4,333-76.4% | $3,679-72.2% | $4,876-79.0% |
| Participant deferral / active EE | $5,550 | $4,478+23.9% | $3,897+42.4% | $5,439+2.0% |
| Admin fee / account holder | $384 | $6,332-93.9% | $5,194-92.6% | $10,885-96.5% |