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 | $131,569 | $98,750+33.2% | $149,696-12.1% | $79,858+64.8% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 13.16% | 27.43%-14.3pp | 276.60%-263.4pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,044 | $3,216-67.5% | $4,644-77.5% | $2,471-57.7% |
| Participant deferral / active EE | $5,003 | $5,680-11.9% | $6,842-26.9% | $3,740+33.8% |
| Admin fee / account holder | $599 | $6,053-90.1% | $9,309-93.6% | $5,306-88.7% |