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 | $135,766 | $104,907+29.4% | $84,611+60.5% | $152,861-11.2% |
| Participation rate | 81.8% | 74.8%+7.0pp | 68.2%+13.6pp | 82.4%-0.6pp |
| Annual return | 26.76% | 373.79%-347.0pp | 258.74%-232.0pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,817 | $3,302-45.0% | $2,652-31.5% | $4,762-61.8% |
| Participant deferral / active EE | $5,281 | $4,688+12.6% | $3,899+35.4% | $5,850-9.7% |
| Admin fee / account holder | $1,086 | $6,241-82.6% | $4,912-77.9% | $11,596-90.6% |