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 | $145,074 | $99,877+45.3% | $84,966+70.7% | $145,922-0.6% |
| Participation rate | 77.8% | 74.1%+3.7pp | 67.5%+10.3pp | 80.3%-2.5pp |
| Annual return | 16.49% | 83.76%-67.3pp | 66.38%-49.9pp | 561.29%-544.8pp |
| Employer contribution / active EE | $2,386 | $3,231-26.2% | $2,727-12.5% | $4,660-48.8% |
| Participant deferral / active EE | $7,381 | $5,291+39.5% | $4,519+63.3% | $6,688+10.4% |
| Admin fee / account holder | $3,579 | $7,248-50.6% | $6,149-41.8% | $13,397-73.3% |