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 | $141,274 | $107,934+30.9% | $91,989+53.6% | $152,861-7.6% |
| Participation rate | 78.9% | 81.2%-2.2pp | 78.6%+0.3pp | 82.4%-3.5pp |
| Annual return | 21.52% | 89.24%-67.7pp | 69.02%-47.5pp | 345.32%-323.8pp |
| Employer contribution / active EE | $650 | $4,210-84.6% | $3,452-81.2% | $4,762-86.4% |
| Participant deferral / active EE | $2,885 | $6,364-54.7% | $5,923-51.3% | $5,850-50.7% |
| Admin fee / account holder | $6,229 | $10,520-40.8% | $7,743-19.6% | $11,596-46.3% |